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]

What do you want to see on the Request. Say I ordered a laptop and a toner. It would create 2 RITM, one laptop and one toner under one Request. So what do you want to see on the Request? That the request contains 1 laptop and 1 toner?

[ruzzty06]

And also, if you look at the OOB implementation. The assigned to, assignment group, etc. of Request is not updated or shown. Those are only shown for RITM. Because a request can have many items assigned to diff fulfillers. So a Request cannot have one assigned to.

[carlh]

I replied too soon and didn't see this.

I think I'm getting you and will have to reconsider how we use the Requested items all together. We added all we do to the parent request so it's a big change now.

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[ruzzty06]

Glad you sorted it out. RITMs are the ones to be processed by fulfillers. Closing all RITMS will close parent request.

Please mark reply as helpful or correct. Thanks!

[ruzzty06]

Hi Carl,

Please mark reply as helpful or Correct and close the thread.