Login
    Contents x
    Catalog to Change Mapping
    • 06 Aug 2025
    • 9 Minutes to read
    • Print
    • PDF
    Contents

    Catalog to Change Mapping

    • Updated on 06 Aug 2025
    • 9 Minutes to read
    • Print
    • PDF
    Article summary

    What’s New?

    Automation of certain actions helps in reducing the manual effort that helps you to maximize productivity in other areas. Summit has introduced SR (Service Request) to CR (Change Records) feature, which allows you to automatically create Change Records (CR) when a Service Request (SR) is logged for a specific Catalog. Isn’t this cool?

    Let’s explore and deep dive!

    This new feature allows you to map the Service Catalog to any of the desired Change Templates in order to automate the process of creating a Change Request. Once a Change Request is logged, the sub-tasks can be created and mapped to a Workplan that gets triggered once certain conditions are met.

    Configure Catalog to Change Mapping  

    The Catalog modules have an additional admin level configuration page added to it named Catalog to Change Mapping under the Configuration section. The auto-creation of CR will work only for the Catalogs for which a change template is mapped.

    To Configure Catalog to Change Mapping, perform the following Steps:

    1. Log in as Admin.

    2. Navigate to Catalog > Configuration > Catalog to Change Mapping.

    3. Select the Tenant.
      Catalog to Change Request Mapping List view will be displayed.

    4. Click ADD NEW.
      The Catalog to Change Mapping page will be displayed.

      Figure: ADD NEW Configuration.

      The Catalog to Change Mapping Configuration screen will appear.
      Figure: Catalog to Change Mapping

    5. Enter the mandatory details. The fields have been explained in the below section.

    Field

    Description

    Tenant

    Select the Tenant for which the mapping needs to be done.

    Name

    Name of the Service Catalog to Change mapping.  

    Service Catalog

    Select the Service Catalog from the dropdown. The selection of a Service Catalog is based on the selected tenant and it will display the Catalog of all types of statuses.

    Execution Order

    The order in which the mapping gets executed.

    Note

    • The system will pick up the mapping configuration based on the highest entered Execution Order.

    • In case of similar Execution Orders, the system will pick up the most matching condition and the first created configuration.

    Example: Consider the below example where there are a number of requests with the Execution orders as shown below:

    Highest Execution Order

    Catalog

    Configurations

    Execution Order

    Matching Conditions

    Created Date

    Laptop Request

    C1

    100

    5

    01-Oct

    C2

    200

    3

    15-Oct

    C3

    300

    2

    20-Oct

    C4

    400

    4

    25-Oct

    In such a case, the system will check for the highest-mentioned execution order.

    Highest Execution Order - Most Matching Conditions

    Catalog

    Configurations

    Execution Order

    Matching Conditions

    Created Date

    Laptop Request

    C1

    100

    5

    01-Oct

    C2

    200

    3

    15-Oct

    C3

    300

    4

    20-Oct

    C4

    400

    7

    20-Oct

    • If there is more than one similar execution order then, the system will check for the greatest number of matching conditions.

    Highest Execution Order - Most Matching Conditions & First Created

    Catalog

    Configurations

    Execution Order

    Matching Conditions

    Created Date

    Laptop Request

    C1

    100

    5

    01-Oct

    C2

    200

    3

    15-Oct

    C3

    300

    7

    20-Oct

    C4

    300

    7

    20-Oct

    • If the matching number is more than one configuration, the system will check which configuration was created first and the same will be selected.

    Active

    Notifies the user if the mapping is Active or not. All new configurations will be marked as Active by default.

    Condition

    Based on the Service Catalog selected in the previous section, we will be able to log the CR based on the conditions that we define below.

    The Conditions can be configured based on two options:

    • Based on Catalog Attributes

    • No Condition

    Based on Catalog Attributes

    When Based on Catalog Attributes Condition is selected, the creation of a CR will take place when a new SR is created for the Catalog if the attribute values of SR match the defined conditions below:
    Figure: Create CR based on Condition

    Field

    Description

    Field

    The Field dropdown lists the attributes based on the selected Catalog.

    Example: If the Service Catalog selected is for Software Addition/Deletion and the field configured for the Catalog in the Form Designer are Default Request Type, Publisher/Software OEM, Software Name, Version, then the values in the field dropdown will be as shown below.

    Operator

    Based on the selected field value, the operators are displayed. Select the required operator from the drop-down list. The Possible values for Operator are: Contains, does not contain, Equals, Not Equals, is one of, is not one of, Greater Than, Less Than, less than or equal to, Greater than or equal to, and Between.

    Operator Name

    Operator

    Function

    Equals

    =

    Find an exact match with the entered value.

    Not Equals

    !=

    Find a match that should not be equal (exactly) to the entered value

    Is not one of

    NOT IN

    Find matches that do not match with any of the selected options.

    Is one of

    IN

    Find matches with any one of the options that you select.

    Value

    The control type and data source for the Value fields will depend on the selected Field.

    Example: If the selected Field of a Catalog is Software Addition/Deletion and the control type of this field is dropdown, then the values for it will be displayed as configured in the Form Designer as shown below.

    AND/OR

    Every added layer of rule can be defined via a AND/OR condition. Except for the first rule, every added layer of rule will have an option to select if the rule is a AND condition or OR condition.

    Add Icon

    To add an additional condition, click the Icon.

    Delete

    To delete a condition, click the delete Icon.

    When No Condition is Selected

    When No Condition option is selected the system will auto-create CR for all the SRs (Service Requests) raised under the mapped Catalog.

    There will be an information banner displayed stating that the CR will be created for all SR’s related to the selected Catalog when this option is selected as shown below:

    Figure: No Condition Selected Information message.        

    ACTION

    Once we have selected the Service Catalog and specified the conditions based on which the Change Record Creation takes place, we can select the Change Template and CR Status for auto creation of the CR under ACTIONS.

    Figure: Action section

    Field

    Description

    Change Template for auto creation of CR *

    Select the standard or normal change template from which the CR will be created for the SR. All the Change templates that appear here are of the same tenant for which we are doing the SR to CR mapping.

    For more information about selecting a Template, see Creating Standard Templates and Creating Change Records.

    Note

    The CR will be auto created once the SR is raised and all the approvals for the SR is completed.

    Field

    Description

    Filter

    By Clicking on the Filter Icon, we can search and Filter the Change Template.

    New Change Record

    Click this option to Create a New Change Template. For more information see Creating Standard Templates and Creating Change Records.

    Refresh

    To view the newly added change template you can click the refresh icon present near the change template selection field.

    Note

    There will be an additional Edit icon displayed only when a Normal Change Record Template is selected under CR Status.

    CR Status *

    This option is given for the admin to select which status the Change Record should be created in.

    • Draft: Select Draft if you want the status of Change Record to be in Draft Status.

    • Requested: Select Requested if you want the status of Change Record to be in Requested Status.

    Map the Requester of CR as *

    You can define the requestor of the auto created CR by selecting this option.

    This dropdown will display two options:

    • Requestor of the SR: If Requestor of SR option is selected, then the system will map the requestor of the CR as the caller of the Service Request.

    • Select Specific User: If Specific User is selected, then another field will appear (as shown in below image) where the user can be selected from a dropdown and mapped as the requestor of CR.

    Figure: When Specific User is selected

    IMPACT ON CR & SR WHEN TASKS ARE RESOLVED

    After the Service Catalog is selected, the Condition is specified and the Change Template is selected for auto creation of the Change Record, you need to specify the Impact on the CR & SR when all the tasks associated to them are completed. Here, you can set the SR and CR status on the completion of the tasks.


    Figure: Impact on CR & SR

    This section contains a set of fields that decides which status the CR and SR will be in when all the Tasks are resolved or implemented. You can set the status of SR and CR as follows:

    Field

    Description

    Set CR status on completion of Tasks *

    You can set the status of the CR on completion of the tasks as Auto Implement or Auto Close.

    Auto Implement: When Auto Implement is selected the CR will be auto implemented when all the tasks associated with the CR are resolved or completed.

    Auto Close: When Auto Close is selected the CR will be auto closed when all the tasks are resolved.

    Note

    After selecting the CR status, it is mandatory to set fields according to the option selected in this field.


    Figure: Set CR fields.


    Figure: CR Template Popup

    Set SR status on Auto Implementation of CR *

    You can set the status of the SR that led to the creation of the CR on completion of the tasks as Auto Resolve or Auto Close.

    Auto Resolve: When Auto Resolve is selected the SR will be auto resolved post completion of the tasks.

    Auto Close: When Auto Close is selected, then the SR will be auto closed directly post completion of tasks.

    Note

    After selecting the SR status, it is mandatory to set fields according to the option selected in this field.

    Figure: Set SR field

    Figure: Set SR field configuration

    View Catalog to Change Mapping Configurations

    After you've created or added a Catalog to Change Mapping configuration, you can view it in the Catalog to Change Mapping list page.

    To view the Catalog to Change Mapping Configurations, perform the following steps:

    1. Log in as Admin.

    2. Navigate to Catalog > Configuration > Catalog to Change Mapping.

    3. Select the Tenant.
      Catalog to Change Request Mapping List view will be displayed.

      Figure: Catalog to Change Mapping List Page

      Field

      Description

      Mapping ID

      Specifies the mapping id for the configuration.

      Name

      Name of the Catalog to Change mapping.

      Catalog Name

      Name of the SR Catalog to be mapped.

      Change Template Name

      The Change Template for auto creation of CR.

      Execution Order

      The order in which the mapping gets executed.

      Active

      Notifies the user if the mapping is active or not.

      Updated By

      Name of the user who updated the mapping.

      Updated Date

      Last updated date of the mapping.

      Include Inactive Checkbox

      To view all the inactive configurations in the list view by checking the Include Inactive checkbox present on top of the list grid view.

    Filters

    Click the Filters icon to specify the filter to display the Catalog Mappings. On clicking the Filters icon, the FILTERS pop-up page is displayed. Specify the filter options and click SUBMIT.

    ACTIONS

    This section explains all the icons on the ACTIONS panel of the Catalog to Change Mapping page.

    ADD NEW

    Click to create a new Catalog to Change Mapping.

    WORKPLAN

    A Workplan consists of set of Tasks, these tasks are the templates that are defined on the Workplan configuration. Every task defined on the workplan configuration has a type and status set on the template.

    Click to configure a new Workplan

    Note

    A CR Auto Create From SR job must be configured in the Custom Scheduler to proceed with the auto-creation of CR. For more information, see Configure a Job to Create CR after SR Approved.

    Additional Enhancements

    Enable Default Analyst

    Under Service Catalog Configuration, in FORM BUILDER When the Enable Default Analyst option is selected then the system displays Owner of Assigned Workgroup option just below it.

    When this option is selected then the SR created for the Catalog will have the owner of the assigned workgroup as the analyst of the SR.

    Limit the linkable CI’s to only those relevant to Service Catalog

    It is now possible to limit the linkable CI value to only those that are related to the Service Catalog. For example, if the catalog item is about an Azure cloud service, only CIs related that Azure data center will show up in the CI attribute values to filter. Clicking on the funnel will pop-up a filtering options, with all the attributes available in the Configuration Items’ list.

    After the filter conditions are set, the funnel icon will have an indicator of the number of filter conditions applied.

    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence