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.

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SanjivMeher · ‎08-06-2018

What is this order guide?

I would suggest telling them to use Shopping Cart then and not use order guide. And Select all the items they want to order by adding them to Cart using Add to Cart. Then do a final checkout.

Is there an approval process as well for each item?

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jmiskey · ‎08-06-2018

The Order Guide has a few questions at the top, and some List Collectors where they select which Catalog Items they want to complete. So the Catalog Items are not shown until they have selected them. When all is said and done, there will be 32 different Catalog Items (Forms). Many ask the same questions, so there are about 10 Variable Sets (so we can take advantage of them and re-use them).

Are you recommending putting all of this into one, huge Catalog Item? There would be hundreds of variables, and I would need an awful lot of Catalog UI Policies and Scripts to hide the proper sections at the proper times.

I just want to make sure that is going to work before undertaking such a huge re-design.

SanjivMeher · ‎08-06-2018

If you have dependency on Order guide which helps pre-populating the catalog items, then I wouldn't reccommend the approach I suggested.

But I was thinking, what kind of order guide you are building.

For ex, New Hire will have Creating User account, adding use to security groups, ordering desktop, giving them access etc.

For us we only had Application Access which could be multiple, so we gave managers to select the applications from a list collector. For each application, there was a corresponding catalog item.

Everything else such as desktop/laptop was based on selection.

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jmiskey · ‎08-06-2018

Basically, this Order Guide is for users to request test data (we have a test data team). Since there are many different products and a few different systems, there are many different test data requests that they may be making. They are also using these forms to request the setup of new groups and products.

All the complexity is really in the Service Portal (Service Catalog) development. There really is not going to much of a workflow behind the form. There are no approvals. It will just be assigning it to the test data team to process.

patricklatella · ‎10-11-2018

Hi Sanjiv (hope you've been well!)

so I'm running into this very same problem with not being able to add more than 1 of the same catalog item to an order guide. My order guide is for onboarding, and the client has one catalog item "Application Access" that handles the requesting of many applications. So for a new hire, if they need 20 applications...there would need to be 20 individual "instances" of this catalog item in the guide. From reading this post and your responses...I'm guessing this is definitely not possible?