Create a needs template and set the catalog relationship

---
title: Create a needs template and set the catalog relationship
description: Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/create-publish-needs-template.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring needs analysis, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management]
---

# Create a needs template and set the catalog relationship

Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.

## Before you begin

Role required: sn\_prd\_pm.product\_catalog\_manager, sn\_prd\_pm.product\_catalog\_admin

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Needs** > **Needs Template** and select **New**.

    On the form, fill in the fields.

<table id="table_vtf_v4k_c1c"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Unique system-assigned number that identifies the needs template.

</td></tr><tr><td>

Name

</td><td>

Name of the needs template, for example Home Tech Product Selection Guide.

</td></tr><tr><td>

Decision tree

</td><td>

Name of the decision tree that has the questionnaire to determine customer product needs.

</td></tr><tr><td>

Description

</td><td>

Brief description of the needs template.

</td></tr><tr><td>

Start date

</td><td>

Date and time that the needs template becomes effective and is listed in the product selection catalog.

</td></tr><tr><td>

End date

</td><td>

Date and time that the needs template is no longer effective and not listed in the product selection catalog.

</td></tr><tr><td>

State

</td><td>

Stage of the needs template:-   Draft: Initial state of the needs template. The template hasn’t been published yet.
-   Published: Template has been published. After a template is published, you can update or delete it.


</td></tr></tbody>
</table>3.  Select **Save**.

    The Needs Template Relationship tab opens. The needs template is also listed in the Needs Template list.

4.  In the Needs Template Relationship tab, set the catalog relationship.

    1.  Select **New**, which opens the Create New Needs Template Relationship form.

    2.  In the **Catalog** field, select the published Product Offering Catalog to which this needs template belongs.

    3.  Select **Save**.

        The selected catalog name is listed under the **Catalog** field in the Needs Template Relationships section.

5.  Select **Publish** to make the specified catalog available in the product selection guide.


**Related topics**  


[Using product catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-product-catalog.md)

[Product Catalog Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/product-catalog-managment.md)