Using a list collector to add catalog items to an order guide.

EricG
Kilo Sage

I'm trying to figure out a way to allow our "Onboarding Guide" to dynamically add "Software" requests based on a selected list from a List Collector.

 

Use Case:

Manager is hiring new Employee Suziee.  In the Order Guide, the manager checks the normal items (e.g. Computer equipment, etc) and in the List Collector for software chooses Excel, Adobe,  and Project

 

Instead of having check boxes for each software item, is there a way to leverage a list collector to add the selected catalog items to the order guide.

9 REPLIES 9

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @EricG 

 

Did you try list collector and refer to Software table. 

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Dr. Atul G. - Learn N Grow Together
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yes - I can get my List Collector to reference the Software Product catalogs.

Now how do i get the forms included in the order guide?

EricG_0-1704389858476.png

 

Hi @EricG 

 

You can use cascade Variable

LearnNGrowAtul_0-1704390059581.png

 

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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I'm not sure that is what I'm looking for.

As i understand "Cascading Variables", they are for populating values useful on all order guide forms from one entry field.  Typically located on the "Describe Needs" tab of the OG.  E.G.  Shipping address.

 

My request is, instead of adding 100+ check boxes and corresponding rule bases, could a list collector be used for ordering items like software and add there corresponding catalog items?