Create Multiple Instances of Same Catalog Item in Order Guide Request

jmiskey · ‎08-06-2018

So we have a very involved Order Guide that people are going to be using in Service Portal. Based on the selections that they make in the Order Guide, a handful out of a possible 30 Catalog Items will be presented for them to complete. The issue is that they may need to fill out multiple copies of the same Catalog Item, and I am not sure how to set this up to allow them to do this.

For example, we have a Catalog Item that is a Form to request a new product. It asks all the questions pertinent to setting up that new product. However, they may want/need to request more than one new product. The thought is to maybe have a question at the very bottom of the New Product Catalog Item Form that says something like "Do you have another product that you would like to set-up?", and if they answer "Yes", it creates another blank copy of the New Product Catalog Item Form for them to complete.

Is something like this possible? If so, how do I do this?

Is this is not possible, has anyone come up with any good alternatives?

Thanks.

SanjivMeher · ‎08-09-2018

So you have 3 catalog item Add User to Group, Remove User from Group, Modify Group

If there are common fields which should be there in all the three above catalog items, you should create them as a variable set and use the variable set in all three instead of creating variables.

Now If you want to order multiple instance of the same catalog item

- Either use quantity, if attributes will be same in all the instances

- Train users to use Add to Cart button. If you use Add to cart, it works like your Amazon cart, where you keep adding items you want to purchase and then you do a final checkout.

If I add one instance of my catalog and click Add to cart, it will add that item to my cart. Then I can change some values in there and do an add to cart again.

Then I can go to some other catalog item and add that to the cart too.

Please mark this response as correct or helpful if it assisted you with your question.

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Mark Stanger · ‎08-06-2018

So you don't see a 'Checkout' button at all? Can you post a screenshot?

jmiskey · ‎08-06-2018

Here is what shows at the top in the right-hand column (next to the Order Guide section):

Here is what shows at the top of the Item section:

And here is what shows at the bottom of the Item section:

So no sign of a "Checkout" button at the Item level.

Here is how that particular Catalog Item is set up:

Mark Stanger · ‎08-06-2018

Those front-end screenshots are from a Service Portal interface, right? Can you right-click from the front-end interface on your cart and see if there are any options there you could use?

jmiskey · ‎08-06-2018

Do I just right-click from that page on the Service Portal (or do I do it from somewhere else)?

I do not see any options to change anything from there. Just the standard web page things (i.e. Back, Reload, Save As, Cast, Translate to English, View Page Source, Inspect).

Mark Stanger · ‎08-06-2018

CTRL+Click will give you the widget options.