How to submit Request on behalf of others

[vspk]

Hi All,

We have a requirement in Onboarding request where the HR role users fill in 1st half of the form and the manager have to fill in the rest of the item.

i.e., suppose we are raising request for the user 'test candidate', HR will fill details about him and Manager has to fill the details like if the user needs laptop / Desktop.

So our requirement is:

Once HR fills few fields on Onboard form, If HR adds the item to their cart, (they will select the requested for (variable on form) as the Manager) And since manager is the Requested For user, his cart should be updated with the item.

Is it possible in ServiceNow?

Regards,

Sneha

[kiruthika]

Hi sneha,

Cart doesn't update for test candidate. but after checkout, this item will be created under test candidate request.

[Sama4]

Hi,

May i Know how was this requirement handled ? 

[vspk]

Hi Sama,

Using catalog client scripts, We showed only HR related questions on the catalog item and hidden all other Manager related questions.

Whereas on RITM form, we did not hide anything and so every variable will be visible there.

So HR will submit the Onboarding requestby filling their known information.

We asked Manager to goto RITM and fill the details like laptop / desktop and all.

After selecting options, they will approve it. Then the workflow will move forward.

Here 1 more imp. point to consider is, after manager approves RITM record, we made the RITM form to become readonly so that manager can not edit in future.

Regards,

Venkata

[Sama4]

Thank you for the information. Rather i was looking for something from the portal itself. Just like we have 'add to cart' option'. 

Basically I am trying to provide the option for adding required items to cart. So that end user can fill in known information and save it in cart. Then the saved item should be visibile for end user's manager so that he can complete the form and then submit. 

I would like to know how can we change the functionality of 'add to cart' to make it visible for managers when submitted by his reportees for a specific item!.