Open a catalog item from within a catalog item

[Suzanne_Ryan]

Here's the project:

User opens a catalog item for a Software Request.

While the user is filling out the form, depending on their location (gotten from the user record), we open the location specific, completely separate catalog item for them to complete.

I need to actually open up the form - not just create the RITM or TASK from within the workflow using the Cart API.   And I need to run the specific workflow for this item.

If the user's location doesn't have a specific form, we continue in this first form.

I can think of lots of ways to do this but I want it invisible to the user - so I think it needs to be a client script.

If we bounce over to a different catalog item without saving the first one, will that cause an issue?

If I have to do an order guide I will need to recreate 5 separate catalog items into the guide - one of which took a year to complete.   It's crazy complex.     I'd like to NOT do that.

Thanks for any ideas you may have...

[Suzanne_Ryan]

I just started playing with order guides and rules - I am able to display the correct catalog item for the correct location.   I think this is going to work.   Never done an order guide before - and I thought I would have to rebuild all my items to work in one.  

Looks like this may be the correct solution for me.

[Community Alums · Accepted solution]

Yes! If you have catalog items for them all already, then an order guide is definitely the way to go here. I thought you needed to create them still.  

[Suzanne_Ryan]

I do have items for them all - but never having created an order guide before I wasn't sure how to approach it.   I've gone into product documentation and begun studying the order guide and it's going to be perfect.

Thank you so much for your time!   This is not going to be as bad as I thought it could be.