How does the Available Services Picker work

The 'Available Services'  picker on Add Actions will automatically limit the Services so that the User will only be able to select valid Services. There are a number of data states that will change what Services are possible to select in the Picker's grid. These states allow an Admin to control what Services will appear for a Service Rep to select on the Add Action based on an organization's needs.

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Service Catalog and Available Status

Firstly, the Service Catalog that is selected on the Action must match the Services that will appear in the 'Available Services' Picker.

When the User clicks on the Available Services Picker then any Service with a Statusof 'Available', will appear in the picker for the User to select. Only Services that are Available can be selected in the picker. 

Select Parent record

The Tree structure of Service Catalogs allows for some interesting extra functionality. Any Service that is a parent record to the Service Catalog that is selected on the Add Action will also appear in the Available Service picker. This will allow the User to simultaneously select Service with the parent Service Catalog set and alter the Service's Service Catalog to the selected child Service Catalog. This situation is useful for making the Aging Process more User-friendly by setting Aged Services to a parent Catalog, so they can be set to any valid child Catalog on new Add Actions.

For this example, the Phones Category is a parent record for the child Cisco VOIP Service Catalog.
 
Note: The Service Type of the Child and the parent Service Catalogs must match in order for this to work. For example, Phones for Phones, Data for Data and so on. 

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Services in Pools

If there are Service Pools set up, then the Available Services must be in the Pool before the Services will appear in the Available Services picker.

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What this means for the User on an Add Action is that the Available Service picker will be limited to only the Services in the Service Pool when the Service Catalog 'Cisco VOIP' is selected. The other Services that are assigned to this Service Catalog are prevented from appearing in the picker.

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