Migrating 'Category' based User Criteria to Employee Center Portal

[Rob M1]

Hello Community!

I am working on migrating from Service Portal to Employee Center, and I have a question regarding the migration of our User Criteria.

It seems that User Criteria we have applied directly to a catalog item works just fine. If a criteria is added to the 'Available For' related list on a catalog item, we are able to control access to that item on Employee Center.

The issue I am running into is that most of our User Criteria is set at the 'Category' level instead of the 'Catalog Item' level (e.g. we make an entire category of catalog items 'Available For' a certain set of users). It seems that the criteria we have applied at the category-level is not working on Employee Center like it did on Service Portal.

Is there an easy way to make 'Category' level User Criteria apply on the Employee Center portal? If not, is there an easy way to cascade our 'Category' level criteria to the corresponding catalog items?

Thanks a ton!

Rob

[brianhodges]

hey Rob, were you able to script the criteria migration to the item level from the category level? if so, mind sharing any scripting tips? thanks!

[Rob M1]

I was able to script this!

Here is the code I used:

//find all category user criteria
var gr = new GlideRecord('sc_category_user_criteria_mtom')
gr.query();

while(gr.next())
{
	//grab the category the criteria is applied to and find all corresponding catalog items
	var category = gr.sc_category+'';
	
	var itemGlide = new GlideRecord('sc_cat_item');
	itemGlide.addQuery('category', category+'');
	itemGlide.query();
	
	while(itemGlide.next())
	{
		lookUpUserCriteria(itemGlide);
	}
}
//function takes in a catalog item and determines if there is an item-level user criteria applied.
function lookUpUserCriteria(item)
{
	var itemID = item.sys_id+'';
	
	var itemCriteria = new GlideAggregate('sc_cat_item_user_criteria_mtom');
	itemCriteria.addAggregate("COUNT");
	itemCriteria.addQuery('sc_cat_item', itemID+'');
	itemCriteria.query();
	itemCriteria.next();
	
	var count = itemCriteria.getAggregate("COUNT");
	
	//if there is no user criteria for this item, copy the parent category user criteria to the item
	if(count < 1)
	{
		copyCategoryCriteria(itemID);
	}
}
//function takes in a catalog item and copies the user critera from the category-level to the item-level
function copyCategoryCriteria(itemID)
{
	var item = new GlideRecord('sc_cat_item');
	item.get(itemID+'');
	
	var categoryID = item.category+'';
	
	var categoryCriteria = new GlideRecord("sc_category_user_criteria_mtom");
	categoryCriteria.addQuery('sc_category', categoryID+'');
	categoryCriteria.query();
	//take all criteria in the corresponding category and add it to the item.
	while(categoryCriteria.next())
	{
		var criteriaGroup = categoryCriteria.user_criteria+'';
		
		var newCriteria = new GlideRecord('sc_cat_item_user_criteria_mtom');
		newCriteria.initalize();
		
		newCriteria.sc_cat_item = itemID+'';
		newCriteria.user_criteria = criteriaGroup+'';
		
		newCriteria.insert();
	}
}

This code looks up all of the user criteria applied to a specific category and then looks up each catalog item in that category. The code then checks each catalog item to see if there is an item-level user criteria applied. If no item-level criteria is applied, the script will copy all of the category-level criteria to the item.

[brianhodges]

that looks awesome! thank you so much for sharing. have a great weekend 😊