Best practice for onboarding order guide

[John Vo1]

So we had issues before where we use the same catalog item for an onboarding order guide.  Issue with with that is when techs goes in the list view to see the task it all shows up the same.  Would it be better if I created 2 catalog items?  For example lets use request for laptop.  So one would be request for laptop and the other would be Onboard Request for laptop.  What's is best practice and if anyone has done something different please share.  Thanks in advance.

John

[Elijah Aromola · Accepted solution]

Without adding a variable that has a different value for order guides/stand alone there isn't a way to change what filters in the list view. The RITMs will show the same regardless of where they originated from without a variable to differentiate them. Without doing something like that, you'd have to separate them out.

[Elijah Aromola]

If this answered your question, please mark this thread as correct so other users are able to find it!

[Mike I2]

If the questions differ between the two laptop catalog items (as an example), or the workflow for each item is different, then yes I would say having two items is the better way to go. Also if you want to cascade your order guide's variables to it's related catalog items then again, use a separate item so you can name the variables that're being cascaded to accordingly.

[Mike I2]

If this has answered your question, please can you mark it as being the correct answer? Thanks.