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Service Process Studio
Eligibility Rules and Access Control for Service Processes

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.

 
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