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            Create Eligibility Rules for Catalog Items

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            Create Eligibility Rules for Catalog Items

            Create eligibility rules for your catalog items to ensure that service catalog items are tailored and exposed to the specific needs of their audience. Eligibility rules also prevent end users from viewing catalog items they aren’t permitted to use.

            Required Editions

            View supported editions.

            You must have catalog items created to set eligibility rules for catalog items.

            1. From Setup, in the Quick Find box, enter Service Catalog. Under Process Automation, select Service Catalog, then select Catalog Eligibility.
            2. To create an eligibility rule, click New.
            3. In Rule Information, enter a name and description for your eligibility rule.
            4. In Status, select the checkbox to create your rule in an active state.
            5. In Rule Conditions, choose to apply the filter criteria when any condition is met or when all conditions are met.
            6. Click Add Condition, and then select a Source, Operator, and Value for your rule.

              The Source, Operator, and Value dictate how your rule executes. You can use all fields with the Lookup, Picklist, or Boolean type on the User, Account, and Contact objects as a source for your rule. A condition can have only one source, and you can add up to five conditions for an eligibility rule.

            7. Save your work.

              Your new eligibility rule appears under Catalog Eligibility in Setup. You can view the catalog items covered by the eligibility rule by clicking edit icon then View, and then Related.

            You can edit, clone, and delete eligibility rules in Catalog Eligibility.

            Assign an Eligibility Rule to a Catalog Item

            You can assign eligibility rules to an individual catalog item.

            1. From Setup, in the Quick Find box, enter Service Catalog. Under Process Automation, select Service Catalog, and then select Catalog Management.
            2. Using the search bar, locate the catalog item you want to assign the eligibility rule to, click edit icon, and then click Edit.
            3. In the Catalog Item Builder, select External Access.
            4. Under Guest Visibility, disable the Guest Visibility toggle.
            5. In Customer Eligibility, turn off Allow customers to access catalog items after authentication.
            6. To select the eligibility rules you want to assign, click Apply Rules.

              You can apply a maximum of three eligibility rules to a catalog item.

            7. Save your work.

            Check out this video for more details on eligibility rules.

             
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