Hide (Not Remove) Specific Items on the "Choose Options" tab of the Order Guide in the Service Portal

Jimmy45
Giga Guru

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!

find_real_file.png

 

 

10 REPLIES 10

SanjivMeher
Kilo Patron
Kilo Patron

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.

 

find_real_file.png


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

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

find_real_file.png

 

I then checkmarked Hide on Service Portal

find_real_file.png

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.

find_real_file.png

 

Kajal Goti
Mega Guru

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

find_real_file.png

 

 Mark it Correct and Helpful if you find any help

Jimmy45
Giga Guru

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.

find_real_file.png

 

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.

find_real_file.png

 

That being said, how can this be done?