Unable to make items mandatory on a Order Guide

sarahjane19
Tera Contributor

I am trying to create an order for a bundle I need all items to be mandatory so that the requester just opens the form and then requests the items 

 

I have tried with the show toggle off but it will not progress the summary Stage and i am unsure why.  

 

can anyone help

 

 

2 REPLIES 2

pratikjagtap
Giga Guru

Hi @sarahjane19 ,

 

Try below steps

Step 1: Go to the Bundle definition:

  • Navigate to: Service Catalog > Catalog Definitions > Record Producers or Items
  • Find your bundle item (e.g., “Dalux order”)

Step 2: Go to the "Included Items" related list:

  • You'll see the items that are included in this bundle (like the 4TB External Hard Drive).
  • Each item has flags for:
    • Mandatory
    • Include by default
    • Show Toggle

Step 3: Update the item settings as follows:

Include by default -  Checked

Mandatory            -  Checked

Show toggle         - Unchecked

 

If my response helped, please hit the 👍Thumb Icon and accept the solution so that it benefits future readers.

 

Regards,
Pratik

 

 

sarahjane19
Tera Contributor

Hi Pratik 

Thanks for this I've attached an additional screen shot i don't think that we have the mandatory option, i have looked that the form designer, and don't have an option for this?