Order Guide - How to copy values from one catalog item to another catalog item

[Brandon R1]

I have an Order Guide that is made up of 4 catalog items that users need to fill-out and complete. Once they make it passed the Describe Needs stage to Choose Options, they are presented with 3 catalog items (depending on the questions asked in Describe Needs). The first form includes 3 checkbox variables that are mandatory. The exact same checkbox variables are also included on the third form.

I need for the selected value(s) from the first form to copy/duplicate to the third form. Does anyone know how this can be done??  Script? UI Policy?

I was hoping the Cascade Variables feature could perform this but it's only for copying values from Describe Needs to Choose Options.

Thanks,

Brandon

[Michael Fry1]

Cascade variable option SHOULD work for this. Are the variables on the order guide in a variable set and that variable set used on the 4 cat items?

[Brandon R1]

Yes, the variable set used is being used in both the Order Guide and the included catalog items. But the Cascade Variables feature takes the values from the Describe Needs page and "ports" them over to the catalog items in Choose Options.

The values I need "cascaded" from one catalog item to another catalog item are all within Choose Options. So maybe a trigger is needed to see the value in one catalog item to know to copy another catalog item??

[Allen Andreas · Accepted solution]

Hello,

The order guide itself, does not support this and I don't think it can be done without some excess development on the order guide widget itself, which is not recommended.

As was mentioned...the cascade feature only takes the variables from the initial order guide form, before you move to step 2 and would then "cascade" those selections to the same named fields on the associated catalog items.

You are not able to take values from catalog item 1 and "cascade" them to catalog item 2 and 3, etc.

Please mark reply as Helpful/Correct, if applicable. Thanks!

[Brandon R1]

Thanks for confirming this.