Default and Custom dialogs

When a user selects an offering in the Offering Catalog or Self Service Center, a dialog for that offering is displayed. The dialog is either a default dialog or a custom dialog that the Service Designer created. The Presentation Type (Default or Custom) is defined for the offering or service using the Offerings application.

The following informational fields are displayed for each offering in the default dialog:
  • Offering internal name
  • Image
  • Description
  • Long description
  • Quantity (if offering uses quantity)
  • Requested for: a lookup for the person that the service is requested for
  • Value for each non-hidden, non-read-only attribute associated with the offering.
  • Offering attachments: documents the service designer has attached to the offering.
    Note: This link is only displayed if the offering has attachments.
  • User Attachments: additional documents the user may attach to the order.
    Note: This link is only displayed if the offering has the 'Display User Attachments Link' checkbox selected.

Attributes that are set as hidden in the offering dialog or in the custom dialog XML, will not be displayed to the user regardless of whether the presentation is default or custom. Attributes that are set as read-only are displayed to the user with their default values but are not editable. The user is required to input a value for all attributes that are set as mandatory. Attributes that have a validation script associated with them must pass the validation before the offering is or allowed to be submitted in the cart.

The service designer can also change the appearance of the default dialog for an offering using the following options:
  • Specify the order in which attributes are displayed.
  • Use a check box or date field for an attribute.
  • Add hover help for one or more attributes.
  • Allow a multi-line text box to be added or displayed for controls that have a text field component.

Service Designers may decide to create custom dialogs to customize the presentation for their organization's needs when the default dialog is not sufficient for their Offering.

With custom dialogs you can:
  • Display additional or different offering details (for example, adding a service type).
  • Remove or change the offering image.
  • Change the look-and-feel aspects of the dialog (for example, changing the background color, changing the font type or text size).
  • Add help text for one or more attributes.
  • Pre-populate attributes with data.
  • Use a check box or date field for an attribute.
  • Create a complex wizard-like dialog that contains multiple pages.
  • Hide the input of an attribute that contains a password.
  • Override Add to Cart, Cancel, Order Now! and Launch functionality.
  • Display shipping information.

Dialogs that are contained in the application XML can be modified and cloned using the Application Designer.

Offering dialogs are stored in the Offering application (pmscoffer.xml), allowing them to be shared across multiple applications, including Offering Catalog, Self Service Center, Shopping Cart, and View Catalog Requests applications).

Parent topic: Offering dialogs

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