Order Guide Variables

[rachelconstanti]

We have an onboarding order guide which is setup to cascade variables.

We have a need to be able to report on the 'describe needs' variables.

One of the variables is a a select box for 'computer type'.  One of the choices is 'no computer needed'

How can we report on this variable?

Best,

Rachel

[Zach Koch · Accepted solution]

If the variable only exists on the order guide, you cannot report on it as the order guide submission isn't saved anywhere. You'd need to put a hidden variable, like in a variable set, on each of the items that you would want to report on and cascade the choice down from the order guide to your hidden variable on your items.

[rachelconstanti]

@Zach Koch - that is just a total bummer...  We have 30 variables that are only on the order guide... sigh...

[Nicole Disbro]

I am going to experiment using a flow on the order guide to capture the variables and post them to the work notes of each RITM.. unfortunately, this way will not be reportable but the data will at least be captured. 

Another idea is to create a catalog item that mimics the order guide, cascade/push all of the variables via rule base and then report off of that catalog item 🙂