Passing data between items in an order guide

Eileen Hessmill
Mega Expert

We have an order guide to add a new customer and/or a new project. If the user wants to add a new customer and a new project with the same request, it presents 2 items. The customer address is collected in the first item (New Customer) and the project data is collected in the 2nd item (New Project). The user would like the customer address to appear in the 2nd item so that it is readily available to them without having to go back to the first item page in the guide. Is there a handy way to do that? 

Thank you!

1 ACCEPTED SOLUTION

Brent Sutton
Mega Sage

Hi Eileen,

The closest you are going to get is probably to Cascade an order guide variable. It would mean you are collecting the information at the Order Guide level, rather than the catalog item, but would mean this information would be available to all other catalog items associated with the order guide.

 

If you are interested, I've also created an article about the topic which can be found here - Order Guide - Hide Cascading Variables, for Service Portal and Desktop, in single client script - No...

 

Hopefully this answered your question. Let me know how you get along.

Brent

P.S. If my suggestion helped then please mark as helpful and/or correct so other community members can benefit from this information. 

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3 REPLIES 3

Brent Sutton
Mega Sage

Hi Eileen,

The closest you are going to get is probably to Cascade an order guide variable. It would mean you are collecting the information at the Order Guide level, rather than the catalog item, but would mean this information would be available to all other catalog items associated with the order guide.

 

If you are interested, I've also created an article about the topic which can be found here - Order Guide - Hide Cascading Variables, for Service Portal and Desktop, in single client script - No...

 

Hopefully this answered your question. Let me know how you get along.

Brent

P.S. If my suggestion helped then please mark as helpful and/or correct so other community members can benefit from this information. 

After a discussion with the team, the intention of the request is still to pass the data between items in the order guide. So, back to square one. But now I understand order guides much better.

Eileen Hessmill
Mega Expert

Hi Brent,

 

That did provide the functionality my user wants. The Order Guide already had Cascade variables checked. I just needed to add the variables to the item. 

 

Thanks!!

 

Eileen