---
schema_version: "1"
id: dc83516d70c345443abb20310ef01ab06b4240cabd3c8b10bbaec29967734675
title: Create a Service in Unified Catalog
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_create_service_unified_catalog.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_create_service_unified_catalog.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30501426b2d742c2b3951d8306d0d7b99130459f10a010a21d011c3d0a455cf7
description: Use Unified Catalog to create a service request that you can tailor to your needs.
products:
  - Education
release: "264"
---
# Create a Service in Unified Catalog

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d49393e77">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49393e77 ">To create a service:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49393e77 ">
                <p>Education Cloud Full Access permission set</p>
                <p>AND</p>
                <p>Omnistudio Admin permission
                  set</p>
                <p>AND</p>
                <p>Omnistudio Designer</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Omnistudio Runtime</p>
              </td>

            </tr>
          </tbody>
        </table>

Before you begin, [set up your org for petitions and waivers](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_org_petitions_and_waivers.htm&release=264.0.0&type=5 "Configure your org to allow learners to request petitions and upload documents. Configure the Salesforce admin’s permissions to manage student petitions and waivers.").

1. Create a catalog and then create a category in the new catalog, See [Create a Catalog in Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.create_a_catalog_in_uc.htm&language=en_US).
2. Create a service to streamline the intake and fulfillment processes. See [Create a Service Request in Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.uc_core_services_case_incident_and_service_request.htm&language=en_US).
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](https://help.salesforce.com/s/articleView?id=ind.intake_form_service_process.htm&language=en_US).
    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.