Hide (Not Remove) Specific Items on the "Choose Options" tab of the Order Guide in the Service Portal
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07-01-2019 07:55 PM
Hello all!
We have a requirement from our Client to HIDE all Catalog Items from the Choose Options except for our Scheduling catalog Item. Remember, this is to HIDE them only and NOT Remove them from the order.
Version: Kingston
Let's see if someone can crack the case! No vague answers that point me to ServiceNow Docs sites on how to use Modules please. This is far out of that scope. The Catalog Item in Red that you see below is the only one they wish to see on the Choose Items Page.
Why you ask? Great Question! Because the First Tab of "Describe Needs" will be changed to "Choose your Items" and the 2nd tab Choose Options will be changed to "Select your Refresh Date", the Summary will be left as is.
The Refresh Scheduler Catalog Item is actually a Task Appointment Scheduler with a modified Widget Schema that will allow the user to choose a Refresh Date with a 2 week lead time and chooses these reservations for Date and Time based off a Task Appointment that was created for that specific site. I would attach a video, but the Developer Community requires links instead of uploads. Anyway, We wanted to include the Task Appointment into the Process of ordering their Refreshed Equipment. Which is why it was inserted here. I could have just included it into the Selection Process on the first tab of the order guide, but was told that would be too cumbersome for the customer.
Thank you!
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07-01-2019 08:19 PM
You can add rulebase for each catalog item under Rulebase related to hide them from the list. Try setting a condition in the rulebase, which should evaluate to false, so that the item wont be visible.
Please mark this response as correct or helpful if it assisted you with your question.
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07-02-2019 06:39 AM
Sanjiv,
This is a great idea. Configuring the Rule Base for each item to show has hidden IS indeed a good way to hide them, (Configuration Menu==>Configure==>Form Layout==> but it also removes the item from the order entirely. This is NOT what we want. We only want them to be hidden on the Choose Options screen. We don't want them removed from the order. Did you actually try this and confirm that it works for you?
Went to Configure Form Layout. I added include this item.Hide on Service Portal
I then checkmarked Hide on Service Portal
However, I noticed it was removed from the Summary page. Then I submitted the order. Got the REQ number. Searched for it. And the only RITM within the REQ was the Scheduler because I checked it on all other items as well. So this is not going to work. Yes, I need the other items hidden, but I do NOT want them removed from the order. Hoping someone can figure this out.
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07-01-2019 09:20 PM
Hello Jimmy,
In order guide, you can add item using rule base,with the help of rule base you can add particular item in your order guide
in your case you want to display specific item based on certain condition
Navidate to Service catalog->catalog Definitions->my order guides
it will display the list of all order guide those are existing in service now
select your order guide and add rule base item as per your condition
in related list there is a rule base tab is presented
add item based on certain condition
PFA
i have added 7 item based on certain condition in my oeder guide
Mark it Correct and Helpful if you find any help
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07-02-2019 05:59 AM
Kajal,
Thanks for the response, but the whole reason the scheduler and the other items are even in the Choose Options tab is because they have already been added based off Rule Base. As you can see from the below screen shot I am already very well aware how to add an item from Rule Base.
What I am asking for is how do I HIDE all of the Items on the Choose Options tab of the Order Guide EXCEPT for the Scheduler.
That being said, how can this be done?