Order Guide: make a catalog Item Manadatory

Raphael4
Kilo Contributor

Hi,

I have an order guide with multiple items. I would like to have one of this item to be mandatory.

use case: an order guide for on boarding a new employee.
Every employee must have an account, I have a catalog item with a workflow to create this account and I want this catalog item to be always selected.

I tried to look on the forum but all I could find is how to make field mandatory, not a catalog item.

Any idea?

Thanks,

Raphael.

1 ACCEPTED SOLUTION

The Show Include Toggle (Service Portal) checkbox is for the entire Item, there is not a way to make that option per rule base.

You do not make a catalog item itself mandatory, but rather those variables on a catalog item form are made mandatory. If the goal is to make sure that one particular catalog item is always launched, then you will need to change your rule base for that item. If the goal is to also guarantee that the always launched catalog item cannot be skipped, then the Show Include Toggle (Service Portal) checkbox needs to be unchecked, and the always launched catalog item needs a mandatory variable included.

View solution in original post

9 REPLIES 9

harshav
Tera Guru

You can make a catalog item mandatory but it is a different approach.

you need to set the rulebase such a way that the catalog item should be shown always.

if there is any variable on the catalog item is mandatory then the user will not be able to submit the record without entering the details.

Thanks

Raphael4
Kilo Contributor

Hi,

 

thank you for your answer.

If I set up the rule base for the item to always show up it will indeed always be an option for them to select but they can always decide to un-select it in the last panel. (see screenshot)

find_real_file.png

My goal is to have one of the option grayed out so it can't be un-selected. For example the catalog item "copy access from" should always be selected.

does that make sense?

ccajohnson
Kilo Sage

On the Order Guide Record, you will need to turn off the Show Include Toggle (Service Portal) checkbox. That will turn off the option for all items that are in the Choose Options portion of the order guide.

Hi,

with that solution all the catalog item will be mandatory. I just want one of them to be mandatory.

cheers,

Raphael.