Rule base for order guide

[solanovale]

I am working on the New Hire order guide, in there I have several check box variables for different systems a new hire might need. If they are checked then the RITM with the tasks for those systems will be created if it is not checked then it is not. That was created a long time ago, now the problem is I am adding a new system so I did the exact same thing added the catalog item, created the check box. The thing is that I cannot find Rule Base. I tried adding it as a related list but I cant not find it. I have looked everywhere but nothing.

Is there any other way to access it? I found (sc_cat_item_guide_items) and thought it might be it and created the conditions there but is not working. Any suggestions?

[Ankith Sharma]

Hi @solanovale

This logic isn’t in sc_cat_item_guide_items. That table only controls which items belong to the order guide and their order. Conditions there won’t dynamically include or exclude items.

For New Hire order guides, the checkbox-based logic is usually handled by Order Guide Rules, stored in sc_cat_guide_rule. These rules often aren’t exposed as a related list, so try navigating directly to sc_cat_guide_rule.list and filter by Applies to = your Order Guide.

If you don’t find any rules, check for Catalog Client Scripts or Business Rules on the order guide or existing items. Older implementations commonly use scripts instead of guide rules.

That’s where your existing systems’ logic is most likely coming from.

If you find this useful, kindly mark it as Accept as Solution and Helpful.

Regards,
- Ankit
LinkedIn: https://www.linkedin.com/in/sharmaankith/

[solanovale]

I did try looking for sc_cat_guide_rule.list but couldnt find it. Right now the order guide doesnt have any BR or scripts only one UI Policy to hide/make visible variables

[Shashank_Jain]

Hii @solanovale ,

Rule Base (Rule Guides – sc_cat_item_guide_items) is used only to conditionally include or exclude catalog items in an Order Guide.
If a catalog item is not included by the Rule Base, then no RITM and no tasks are created for that item.

However, Rule Base cannot control task creation once a RITM is created.
If the requirement is to conditionally create or skip tasks for an already-created RITM, that logic must be handled using Flow Designer, Workflow, or a Business Rule.

In summary:

• Rule Base → controls item inclusion (RITM creation)

• Flow/Workflow/BR → controls task creation after RITM exists

[adityahubli]

Hello @solanovale ,

Please check is there any client script  applied on that order guide which is hidding that rule base related list and check your catalog item is in correct catalog .

Also check this also to add rule base in related list :

steps:

1. Open your Order Guide record.
2. Right-click the header and select Configure > Related Lists.
3. In the slushbucket, find Rule->Guide in the "Available" list.
4. Move it to the "Selected" list using the arrows.
5. Click Save. 

If this helps you then mark it as helpful and accept as solution.

Regards,

Aditya,

Technical consultant