Hi Team,
Currently, we have an 'Order Guide' that includes several variables/fields for questions on the first page, and on the second page, it displays all the 'Rule Base' items. We would like to reorganize this by extracting the 'Rule Base' items from the 'Order Guide' (adding the variables from the first page of the 'Order Guide' on every 'Rule Base' item) and converting them into separate 'Catalog Items' within the 'Category'.
I have two main questions:
How can I create a reusable 'component' for the variables/fields, so that I can efficiently apply them to all the 'Rule Base' items?
- What’s the best approach to convert these 'Rule Base' items into independent 'Catalog Items' within our ServiceNow catalog?
Looking forward to your insights. Thank you in advance for your help!
Forgive me if I am misunderstanding your questions - but based on what it sounds like you want:
1. It sounds like you want a variable on the order guide that then refines what the user is given on the 'choose options' page. That is really easy to accomplish.
It could be as simple as a select box, and then build rules around the value they select (e.g. if user selects category = hardware, then they get the 'hardware' catalog item). You could also do this as a list collector if you want the user to be able to pick more than one thing.
example from our instance:
these variables are used in the rules:
and based on the values in those variables they get one or more of these options:
2. All those items already are catalog items, if you want them in your catalog independently - all you need to do is assign them to the service catalog and give them a category, and they will appear there. *If you are using ESC instead of SP, then you need to add them to the appropriate taxonomy.
Hi @Kai Tingey ,
Thank you so much for your response!
Regarding point #2 — I'm having trouble bringing out the catalog item from the order guide to appear in the ServiceNow Catalog. I have disabled the Order Guide and the Catalog Item lives within the correct Catalog but it is still not displaying.
At first, I thought it might be related to the Catalog UI Policies, so I tried setting the "Active" field to "False." However, the item still doesn't show up.
Would you happen to know what else might be causing this?
