Eligibility Rules and Access Control for Service Processes
Integrate Service Process Studio with Product Catalog Management to enable controlled
access for service processes. Configure customer eligibility rules and user access control for
service processes so that your users and customers see only the relevant service processes in the
Action Launcher.
Required Editions
Available in: Lightning Experience
Available in:
Enterprise and Unlimited Editions
with the required licenses
When you sync service process definitions with Product Catalog Management, your service
processes are available as service process products. When service processes are listed as
products, you can use the prebuilt capabilities in Product Catalog Management to associate the
service processes with a catalog and with one or more catalog categories, and define service
process qualification rules.
Define the context structure or scenario in which you want to determine the service process
qualification. Use the context definition and the service process qualification rule in an
expression set to evaluate whether a service process qualifies for the specified context. Add
the catalog and the expression set names in the Action Launcher properties so that when an
agent searches for service process products in the Action Launcher, only those service process
products, which are qualified for the agent or the customer are shown.
Prerequisites to Configure Eligibility Rules and User Access Control for Service Processes To configure eligibility rules and access control for your service processes, you must first make the service processes available as service process products. You can list service processes as products by syncing the service process definitions in Service Process Studio with Product Catalog Management.
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