Order Guide

[Greybed]

Hi,

I am creating an order guide for a form I need to create. I need the end user to select the type of role they require and then each role has different accounts that need to be set up for it - I need this accounts to go across to teams as seperate items for them to create the accounts.

I am having problems with how I can keep this as one request but with different items. I have had a look at the Catalog UI Policies but that only gives me the options of 'A Catalog Item' or 'A Variable Set' as I was thinking if I can add 'A Order Guide' and select the order guide I create this may be a way to offset the different accounts that need to created. I don't want the end user to have to select/tick the account types.

Does anyone know how I can create this order guide or how I can add an additional item in the 'Applies to' field on the Catalog UI Policies?

I hope this makes sense...

Thank you

[Ian Kirby1 · Accepted solution]

My understanding of an Order Guide is that it's for grouping several separate catalogue items in to one request. You select the catalogue items you want to include on the first page, the order guide itself, using check-boxes (for example). The Rule Base tab then determines which catalogue items to include based on the entry in the variables on the guide page. The order guide then displays tabs to complete details for each of these items. If you have a drop down choice list on the front page of the order guide that defines the role, you can use the choice list value to define the rules in the rule base - i.e. which catalogue items to include with that role.

For more complex requirements, you may want to try a Wizard. You define a System Wizard with the panels and tab screens you need, then can use that information gathered to generate a cart of catalogue items. You add this to the catalogue by defining a Wizard Launcher.