Can the answers to the questions on an Order Guide be populated in the Request and all subsequent RITMS?

[terrieb]

Not even sure if this is possible, but I have exhausted all logic that I can think of and it's still not working and searching on this site only gave me the instructions on how to add the order guide link to the Request form.

This is for new contractor onboarding, so all the questions are on the order guide - not as a individual catalog item that is displayed via Rules base.

While the order guide works just fine - it generates One request, the required RITMS , no information from the Order Guide so as Contractor info, is populated on the Request or the RITM, so the assignment group has no idea how to complete their tasks

I have tried dot walking to the order guide variable via Flow Design - nothing appears

I have tried adding a script to the base Service Catalog Request workflow - all that does is populate a link to the the Order guide, not the variable answers

I am open to another solution or, a fix to this - otherwise we have to use a standard catalog item with a whole bunch of tasks and they will have to attach a list of what they need (applications to access, equipment, etc) to the Request.

Thanks!

[Brad Bowman · Accepted solution]

Hi Terrie,

When populating Order Guide variables, and you need those values to show up in one or more of the RITMs, the variables - with the same names - also have to exist in each Catalog Item.  Then you can use the Cascade Variables checkbox on the Order Guide so that once the Order Guide variables are populated, when the Next/Choose Options button is clicked the variables will appear populated on each Catalog Item, which also means that when viewing each RITM and any Catalog Tasks, the populated variables will appear as well.  In all cases you can make any/all variables read-only if the values should not be changed after the request is submitted.

[terrieb]

That's it!  I just knew there was a way to get this to work but this is my first Order Guide build and it doesn't state how to do this on the Docs site.

Thank you very much!

[Brad Bowman]

You are welcome!

[dgros]

Hi, I realize this answer was given a little while back but I can't find many threads on this. Is there any other way to make those answers visible? In my case, I have multiple order guides that share a common item but I don't want the questions that populate it to show up when using a different order guide. I hope that makes sense, it'd be really nice if the audit field were able to show the answers given on the order guide that populated the items