Search Field on Catalog Item Form

litchick10
Tera Guru

Our organization has a generic catalog request when people can't find the request they need....except people aren't looking for the request they need and just using it as a catch all. 

We want to add a search functionality within the Catalog Item Form that will redirect users to an existing catalog item.  I am not sure how to add a search field to the form, has anyone done something similar?

I'm open to other ideas on how to redirect people.  Ideally, we want it to feel like a helper bot that is required before you can submit the generic form. 

1 ACCEPTED SOLUTION

 

For the search context that you have selected, something isn't setup correctly with it as that has a searcher associated with it, so you'd need to review that.

What I introduced, is what is normally done...the user types in their issue or request topic, etc. and then the system searches for possible related knowledge articles (or in this case catalog items) and then presents them with options.

You can make the "I need" field mandatory and then place a checkbox at the bottom that says: I've reviewed the suggestions above and none apply.

I mean, there's many ways to make sure they've jumped through a hoop...you just need to think through the tools you have and implement accordingly.

Out of box, there isn't a search context called: Catalog Items, so this would most likely be something you set up and would need to review.

Thanks

 


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12 REPLIES 12

Hello,

Changing it from solely looking at record producers doesn't hurt anything as record producers themselves are "catalog items", just a different type.

It doesn't appear on it's own, but instead appears once you type something in the variable you selected to be used as the search field.

Did you do that?

Please mark reply as Helpful/Correct, if applicable. Thanks!

 


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That's kind of an issue because our goal is to make people jump through some hoops before they submit this catch all form.  Generally we want to redirect them to the correct form. In essence, we want search to be mandatory but in either case something isn't right because I got this:

find_real_file.png

 

For the search context that you have selected, something isn't setup correctly with it as that has a searcher associated with it, so you'd need to review that.

What I introduced, is what is normally done...the user types in their issue or request topic, etc. and then the system searches for possible related knowledge articles (or in this case catalog items) and then presents them with options.

You can make the "I need" field mandatory and then place a checkbox at the bottom that says: I've reviewed the suggestions above and none apply.

I mean, there's many ways to make sure they've jumped through a hoop...you just need to think through the tools you have and implement accordingly.

Out of box, there isn't a search context called: Catalog Items, so this would most likely be something you set up and would need to review.

Thanks

 


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!