Adding account defaults to a service

You can add default values for attributes. When you create an account for this service, the default values are provided.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

You must create a service instance before you begin this task.

Consider doing a "supporting data only" reconciliation to sync up account metadata before you configure the account defaults.

About this task

If account defaults are already defined on the service type for this service, a message is displayed. It indicates that account defaults are defined for the service type. If you click OK, then the account defaults for the service type are copied to the service. You can either change the account defaults on the service or remove them from the service. Any changes (including removals) do not affect the account defaults on the service type.

Procedure

To add account defaults to a service, complete these steps:

From the navigation tree, click Manage Services.
The Select a Service page is displayed.
On the Select a Service page, complete these steps:
1. Type information about the service in the Search information field.
2. In the Search by field, specify whether to search against services or business units.
3. Select a service type from the Search type list.
4. Select a status from the Status list, and then click Search.
  A list of services that matches the search criteria is displayed.
  If the table contains multiple pages, you can:
  - Click the arrow to go to the next page.
  - Type the number of the page that you want to view and click Go.
In the Services table, click the icon () next to the service to show the tasks that can be done on the service, and then click Account Defaults.
The tasks that you can do are dependent on the type of service.
The Select an Account Attribute page is displayed.
On the Select an Account Attribute page, click Add to add an attribute.
The Select an Attribute to Default page is displayed.
On the Select an Attribute to Default page, select an account attribute, and then click one of the following options:
- Add, to add a default value for the selected attribute. Complete the appropriate fields, which vary depending on the type of service, and then click OK. The attribute default is added to the list on the Select an Attribute to Default page.
- Add (Advanced), to add a script that specifies a default value for the selected attribute. Type the JavaScript code in the Script field, and then click OK. The attribute default is added to the list on the Select an Attribute to Default page.
On the Select an Account Attribute page. When you are finished adding attribute defaults to the service instance, click OK to save the changes and to close the page.
For JavaScript APIs that are available for account defaults, see the JavaScript document and look for JavaScript Extensions for host component "Account Default."

Results

A message is displayed, indicating that you successfully saved the account defaults on the service.

What to do next

Select another account task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.