The CreatorCon Call for Content is officially open! Get started here.

Catalog Item with large number of variables to be selected multiple times

Sam Ogden
Tera Guru

Hi All,

We currently have an excel spreadsheet that we use for our customers to raise a certain request to us.   This spreadsheet has around 35 columns and each of these need to be filled out.   They can then fill this out multiple times (i.e. multiple rows).

We would like to be able to incorporate this spreadsheet into a catalog item that can be put on our customer portal.   We would therefore need around 35 variables that a user could fill out, then add to the item, then re-fill out several times.

On the share I found a table variable option where you could add columns and it allowed the user to add multiple rows, this then wrote back as a html table.   The issue I ran into with this is that once you added more than 10 columns, the column widths started to truncate and by the time we added all the ones we needed they were too small and untidy for it to be useable.

Is there anyway that we could create a form with all these variables (doesn't have to look like a table to the user, i.e. we split the current excel spreadsheet into sections and have these sit in different containers).   Then have the user fill out all containers, with an add button at the bottom.   This would then save all the details they have added and then clear all the fields so they can re-enter a second or third time etc.

We would then need this to populate in an easily readable version (such as a html table) in the backend.

Currently we just have people send in the spreadsheet that gets added to the request item, but we want this in variables so we can produce a workflow using some of the information the user inputs to determine the route of the workflow.

Any help and/or suggestions on how we could best achieve this would be greatly appreciated.

Thanks

Sam

6 REPLIES 6

Sam Ogden
Tera Guru

Added info on the above - list of the fields that are needed:



Add once


Company


Contact


Notes



Ability to fill in all the below variables.   Need ability to add these multiple times.



Broker Name - String Field


Branch Code - String Field


Network Identifier - String Field


Product Type - Choice Field


Scheme Code - String Field


Quote new Bus - yes/No or checkbox


Quote MTA - yes/No or checkbox


Quote Renewal - yes/No or checkbox


Prop Form/SOF - Choice Field


Cover Note - Choice Field


Cert - Choice Field


Schedule - Choice Field


Renewal Notice - Choice Field


Key Facts - Choice Field


EDI Required - yes/no or checkbox


Agency number - string field


Standard/Delegated -   choice field


Covernote number prefix - string field


Range from - string field


Range to - string field


Policy number prefix - string field


range from - string field


range to - string field


policy number suffix - string field



As mentioned this needs to be available on the portal.   The item I have seen on share ServiceNow Share   would be perfect, but the number of variables needed mean it truncates to far.   If I could either get the one on share to not truncate and allow some form of scroll bar, or somehow change the layout of the fields, but keep the add functionality it would be great



Any help would be greatly appreciated.



Thanks



Sam


Below is screenshot example of the issue of the widget in share:



find_real_file.png



It makes all the field too narrow and as get over 20 fields it the goes outside the window.


Below is the html and css of the widget, wondering what needs amending in order to stop the fields going so narrow and when they reach the limit of the window a scroll bar appears?


Hi all,



Has anyone any suggestions on this?



I tried to put the HTML and CSS in this reply, but it wouldn't let me, but as mentioned the update set is available on the share site.



Thanks



Sam


Hi all,



Does anyone have any thoughts on this?



Thanks