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Create a Service in Unified Catalog

Use Unified Catalog to create a service request that you can tailor to your needs.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create a service:

Education Cloud Full Access permission set

AND

Omnistudio Admin permission set

AND

Omnistudio Designer

AND

Omnistudio Runtime

Before you begin, set up your org for petitions and waivers.

  1. Create a catalog and then create a category in the new catalog, See Create a Catalog in Unified Catalog.
  2. Create a service to streamline the intake and fulfillment processes. See Create a Service Request in Unified Catalog.
  3. Define and add an intake form using the Service Process designer to collect information from users. These pre-configured forms help identify and match the various contexts of a student's request.
    1. Create a service with screen flow-based intake form
    2. Create a service with Omniscript-based intake form
  4. Add the service to the category within your catalog.

Create a Service With Screen Flow-Based Intake Form

Use Unified Catalog to create a service request with screen flow-based intake form.

  1. From the App Launcher, find and select Unified Catalog.
  2. Click Services and then select the service that you created.
  3. Select Case as the target data model and click Next.
  4. Create data attributes to store information for processing your service request. Organize the attributes into sections for better management, or use a single section to create one intake form.
    1. Click New Section.
    2. Enter a section name and a description.
    3. Drag and drop the Status and Case Origin fields onto the new section canvas.
    4. Save your changes and click Next.
  5. Add an intake form to the service process.
    1. Click Generate Intake Form.
    2. Select Screen Flow and click Next.
    3. Enter a form title and a description, and click Create.
    4. Save your changes.
    5. To open the Flow Builder, click Open Editor.
    6. Configure the flow based on the form you're designing. Set up the Case record creation upon submitting the form.
    7. Save the form.
    8. Activate the service process.

Create a Service With Omniscript-Based Intake Form

Use Unified Catalog to create a service request with omniscript-based intake form.

  1. From the App Launcher, find and select Unified Catalog.
  2. Click Service Processes and then select the service that you created.
  3. Select Case as the target data model and click Next.
  4. Create data attributes to store information for processing your service request. Organize attributes into sections for better management, or use a single section to create one intake form.
    1. Click New Section.
    2. Enter a section name and a description.
    3. Drag and drop the Status and Case Origin fields on the new section canvas.
    4. Save your changes and click Next.
  5. Define and add an intake form using the Service Process designer.
    1. Click Generate Intake Form.
    2. Select Omni Script and click Next. See Add an Intake Form to the Service Process.
    3. Save your changes.
    4. To open the Omniscript Designer, click Open Editor.
    5. In the Default Section, add options for the Status and Origin fields.
      Field Options
      Status New, In Progress, and Closed
      Origin Web, Mobile, and Email
    6. In SubmitIPAction, map the intake form attributes data to the IP action parameters by using the Remote Options Key-Value pair.
    7. In Confirmation, add a Text block and add a confirmation message with a Case number.
    8. Preview the Omniscript to confirm that the Case record is created and the confirmation shows the case number.
    9. Save the form.
    10. Activate the service process.

Add the Service to the Category Within Your Catalog

Use Unified Catalog to add a service to the category.

  1. From the App Launcher, find and select Unified Catalog.
  2. Click Catalogs and then select the catalog you created.
  3. Select the category.
  4. Click Existing Products and Services.
  5. Select the service you created.
  6. Save your changes.