Creating a custom dialog

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A default dialog box is automatically displayed for offerings. You can create a custom dialog box for action offerings, descriptive offerings, or service request offerings.

Customize the dialog box if you want to change its appearance, if you want different actions that are taken, or if you want to take advantage of some of the custom dialog features, such as adding tooltip help or a table. You can add the new custom dialog box to the Offerings (pmscoffer.xml) application. You can also use the Application Designer application to create a new dialog box, change an existing dialog box, or clone an existing dialog box to use as a template. To learn more, use the links in the Related tasks section.

Follow the below sections to add a custom table in the Offering dialogs that are stored in the Offerings application (pmscoffer.xml) using Application designer.

Adding relationship for the SR object

Follow the below steps to add a relationship for the SR object using the Database Configuration application:
  1. In the Database Configuration application, select the SR object.
  2. On the Relationships tab, add a new row to the list of relationships.
    Note: You can add the existing Relationships for the SR object, as necessary.
  3. Click the Detail Menu and fill all the fields, for example:
    • Relationship: CUSTOM_RELATIONSHIP
    • Child Object: PERSON
    • Where Clause: TICKETID=:TICKETID
  4. Click Save Object.

Adding custom table in the Offerings dialog

Follow the below steps to add a custom table in the Offerings dialog by updating pmscoffer.xml using Application Designer.
  1. In the Application Designer, open PMSCOFFER application.
  2. Click Export Application Definition icon from the toolbar. The pmscoffer.xml file opens in a new browser window.
  3. Save the pmscoffer.xml file to a local file and open it in a text editor.
  4. Locate the dialog element that you want to add custom table in the XML file, for example you can edit defaultdialogCR dialog section and add custom table as follows:
  5. Save the pmscoffer.xml file.
  6. Click Import Application Definition icon from the toolbar in the Application Designer.
  7. Browse to the local copy of the pmscoffer.xml file that you changed and select it. The modified XML definition is saved to the database and the changes that you made are now available to Offering applications.

Creating an offering with updated dialog

Follow the below steps to create an offering that includes dialog you updated in the above section Adding custom table in the Offerings dialog.
  1. In the Offerings application, click the Insert a Offering icon to create a new offering.
  2. Add a unique name, short description, and long description for the offering.
  3. Select a classification for the offering from the list in the Classification field and save.
  4. Click the Add Offering to Catalog action and choose a catalog from the list.
  5. Click Save to update the offering definition.
  6. On the Specifications and Presentation tab, choose Default Presentation in the Presentation Type field.
  7. In the Specifications table, add the specification attributes for the offerings and save the offering.
    Note: You must add at least one attribute in the Specifications table. The custom table data that you added in the above section Adding custom table in the Offerings dialog will not be visible if you do not add an attribute.
  8. On the Preview Dialog button, you can preview the custom table data you added in the above section. For more details, refer Preview dialog.
    Note: You can also view the Offering with a custom table data in the Self Service Center and Self Service Center of Service Portal.
  9. Click Save to update the offering definition.
  10. Change the Status of the offering to Active.