Setting values of catalog variables based off what order guide it was submitted from

[Abbey Brown]

I have a catalog item that is being displayed in the portal under multiple order guides. When order guide A is being used, I want certain values of the catalog item to be set (in the portal and the ritm). The order guide is currently using rule base to add the different categories -- but I can't find where in the system these vaues are transferred (I have checked the order and cat items for scripts, brs, and the workflows associated. I see Order as a column in the sc_req_item table, but I'm unsure how to set a variable in the sc_cat_item table based off of Order Guide name. Is there a way in my catalog item I can add a client script that says if this form is being accessed by this order guide - set certain variable values?

[-O-]

You can define a variable set to be use on all order guides and all involved catalog items. You could make a drop-down, choices indicating a situation. You would than enable variable cascading in all involved order guides and would create onLoad Catalog Client Scripts to set this common variable to a different flag in each order guide. Probably this should be a hidden or a read-only variable. In such a setup when the users advance from the "Describe Needs" 1st page of the/an order guide to the "Choose Options" 2nd page, the variable value from the order guide would be copied to all included Catalog Items (that is the ones that have a variable with the same name). Of course based on this cascaded value with help of UI Policies you can make the necessary displaying and hiding of fields in all Catalog Items. Because it is a variable each Catalog Item that generates a Requested Item would save the value in the common variable and would still be available for the same UI Policies in the Requested Items and Catalog Tasks.

[-O-]

E.g. I have modified the PDI New Hire Order Guide to "cascade variables":

I have copied the "remote"/"Will this be a remote employee?" variable to the included Catalog Item "External Monitor". Under these circumstances, if one selects No in the variable on the Order Guide:

when advancing to the 2nd page in the Order Guide wizard, the same variable this time on the Catalog Item will also have value No:

When one selects Yes on the 1st page of the Order Guide wizard:

this is again copied to the 2nd page as Yes: