Need help with a solution for Catalog Item and custom field on company records

JR42
Giga Guru

‎03-21-2025 12:37 PM

Hi, I am trying to create a solution for a Catalog Item that will let users select a company, then select one or more records (list collector) from a custom table, u_support_models.  I've tried a number of solutions but each one was a dead end.  We need to use the support models for reporting and assignment rules.  Additionally, it will be used (viewed) by fulfillers for reference, so I need to display the field in the sys_popup view for Company.  I also want to default the value in the list collector variable to the current value of the field for the selected company.

 

These are some important requirements:

1) I need a field (Support Model) on the company record that can hold the value of multiple records from another table.

2) I need this field to display the name of the records, not the sys_ids.  People will be looking at this for information.

3) I need to be able to use this field for reporting and Assignment Rule conditions. (Ex.  Company.Support model is X)

4) I need the list collector variable on the Catalog Item to default to the value from this field for the selected company.

5) When the user submits the request, I need this field to be updated with the support models they selected.

 

Any help or suggestions is greatly appreciated. 

 

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J Siva
Tera Sage

‎03-21-2025 09:25 PM - edited ‎03-21-2025 09:26 PM

Hi @JR42 
I simply replicated your requirement using groups and user table.
1. Created a custom variable in the groups table called "Approvers" of type glide_list to store multiple user values.
2. It'll show the display name of the user records not sys id
JSiva_0-1742616203034.png
3. I can build a report on this field

JSiva_1-1742616373134.png

4. Catalog item:

  • I created one catalog item with three fields
    • Select the group - Reference type  to Groups [sys_user] table.
      JSiva_4-1742616990155.png

       

    • Approvers sys id - single line text type to store the approvers sys id from the selected group record. You can hide this field. This field value should be populated based on "Select the group" field.

      JSiva_2-1742616798347.png

       

    • Approvers List - List collector field to store the user records. This field value will be populated by using the approvers sys id field and one On change client script.
      JSiva_3-1742616961946.png

       

    • On change client script: Set list values
      JSiva_6-1742617092516.png

       

  • Portal view:
    JSiva_7-1742617217661.png

5. Created one flow to update the approvers list using the RITM inputs

JSiva_8-1742617335098.png

 

Output:

Before submitting the request:

JSiva_10-1742617410933.png

 

 

JSiva_9-1742617395015.png

After submitting the request:

JSiva_11-1742617482901.png


Hope this helps.
Regards,
Siva

 

 

 

 

 

 

 

 

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