Using a template on a catalog item or selecting items through a record producer varible

[carlh]

Hi All,

I'm revisiting something I've been working on to see if anyone has suggestions on "the right thing to do"

I was asked to create an easy way for our asset manager to create requests.   Of course the first thought was to point her to the Service Catalog and have her add the items to the cart.

I love that it creates the parent record REQUEST but I am unable to figure out how to use a template to set up the rest of the request and not require them to manually update all of the fields.

Since I can't seem to find a way to use a template, I am back to the drawing board.

Next idea is using a record producer.   I was able to get a script to create the RITM's when I submit the record producer and there I am also able to use a template so I like the way it works but want to make sure I'm not setting myself up for failure.

NEW IDEA:

I am looking at how I can add a reference type variable to a record producer that will allow me to select the item I want to order from the record producer.

I'd start by adding a variable for Item Type.   The user will select either Club Hardware, or Club Supplies and the choices on the next field (item) will be filtered to limit the scrolling and possible choices.

The end result would be that I am able to fill out 3 or 4 fields and I will have a complete Parent request with RITM's ready to go so all the asset manager has to do it create the PO once approved.

Is anyone able to help me with creating the reference field and the field it will be dependent on? (So far I haven't added the "Item Type Field" so I am hoping there is something I can use without adding another field at all)

Thanks in advance!

Regards,

Carl

[ruzzty06]

I'm not sure what you are trying to accomplish but how about using Order Guides?

[carlh]

The idea is to set fields on the request and create the items. I don't see a way to do that.

If we want to order toner for a printer, I need to know where they are, which model they have, and then how many they need. That's easy to create a record producer with those variables and then use a template to fill out the request form with details like assignment group, assigned to, fulfillment type, etc. but it doesn't carry the values of the variable or create the ritm.

If I use a catalog item, I don't have the option to use a template to fill in the request.

Seems I need a script either to create the items or to set fields on the request.

I'm not able to find another way.

Get Outlook for iOS<https://aka.ms/o0ukef>

[ruzzty06]

That is the purpose of the variables on the catalog item right? If I have Laptop catalog item, I can set a variable for model or make and have options like HP, Dell, Apple. And the requestor has to fill it up if they are requesting a laptop? Is it not what you are trying to do?

[carlh]

The fields on the request are not for the end user to set. Assigned to, assignment group, request type, fulfillment type...all of these would either have to be set by the fulfiller or on the record producer form by the user who wouldn't know.

The catalog item variables you can set go to the ritm record but not the parent.

I suppose I should consider just not using the request at all and only managing the ritm but since we currently use request I wasn't think to make that big of a change.

Get Outlook for iOS<https://aka.ms/o0ukef>