Saving the contents of a catalog item record and appending it to the cart until a later time

Cupcake
Mega Guru

I am in the process of modifying our Onboarding catalog form and one of the requirements is to allow the customer to save the item until a later time. I am not sure   how simple or complex this might be because there are fields that are required fields. See my use case below:

The use case is "A customer may start to fill out an onboarding form but then may need to obtain more information about the new onboard. They may have filled out some portions of the form but need to come back to the form at a later time".

Can you tell me how this can be accomplished?

  1. Save the form until a later time
  2. Keep the contents of the form that was already filled in
  3. Our add cart option was removed as an initial go live requirement; however, I am wondering if we need to add this back
  4. I know that a part of this customization will be challenging because there are required fields that must be filled in and I am not sure how we can accomplish saving a record with required fields if they are not filled in.

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Thank you,

Karen

3 REPLIES 3

Brad Tilton
ServiceNow Employee
ServiceNow Employee

Hi Karen,



I think trying to utilize the OOB add to cart functionality will be your best bet. The issue with that is you would still have to fill out all the mandatory fields before adding to cart. If you search the community for 'save draft' or 'draft request' you'll see that a lot of people would like to be able to do this, and there are some solutions out there, but I really haven't seen a great solution for it. Most of them are labor intensive, don't fully fulfill the requirement, and in my opinion are pretty high risk during upgrades.


Thank you so much.


This is great information.



Karen


sbh
Tera Guru

Other community posts have mentioned that wish lists do this, and they've been available since Istanbul.

 

https://docs.servicenow.com/bundle/orlando-it-service-management/page/product/service-catalog-manage...