Query on Selecting Multiple Catalog Items in an Order Guide

mahimahidhar
Tera Contributor

Hi friends, I have a query. I created an order guide with three catalog items. My requirement is to allow users to select one, two, or all three catalog items at the same time. Which variable should I use to enable this selection?

8 REPLIES 8

Dnyaneshwaree
Mega Sage

Hello @mahimahidhar ,

For each catalog item, create a checkbox variable and add Label, order respectively. Then for create a rule for each of this that checks if the corresponding checkbox variable is true. If true, include the item.

 

 

Please accept my solution if it works for you and thumps up to mark it as helpful.
Thank you!!

Dnyaneshwaree Satpute
Tera Guru

PrashantLearnIT
Giga Sage

HI @mahimahidhar 

 

To allow users to select one, two, or all three catalog items within an order guide in ServiceNow, you can use the **Checkbox** variable type. The Checkbox variable type will let users select multiple options simultaneously. Here's how you can configure it:

### Steps to Configure the Order Guide with Checkboxes

1. **Create Variables in the Order Guide**:
- Navigate to the Order Guide and open it for editing.
- Go to the Variables section and create a new variable for each catalog item you want to include in the order guide.
- Set the **Type** of each variable to **Checkbox**.
- Label each checkbox according to the catalog item it represents.

2. **Configure the Variable Properties**:
- Ensure each checkbox variable has a unique **Name**.
- Optionally, provide a **Description** to make it clear to the user what each checkbox represents.

3. **Add Catalog Items to the Order Guide**:
- In the Order Guide, go to the **Catalog Items** section and add the three catalog items.
- Ensure that each catalog item has a corresponding checkbox variable.

4. **Use Client Scripts (Optional)**:
- If you want to enforce any specific logic, such as dependencies between the selections, you can write client scripts to manage the behavior of the checkboxes.

### Example Configuration:

1. **Create Checkbox Variables**:
- Variable 1: `Item 1 Selection`
- Type: Checkbox
- Name: `item_1_selection`
- Question: `Do you want to include Item 1?`

- Variable 2: `Item 2 Selection`
- Type: Checkbox
- Name: `item_2_selection`
- Question: `Do you want to include Item 2?`

- Variable 3: `Item 3 Selection`
- Type: Checkbox
- Name: `item_3_selection`
- Question: `Do you want to include Item 3?`

2. **Add Catalog Items to the Order Guide**:
- Catalog Item 1: `Item 1`
- Catalog Item 2: `Item 2`
- Catalog Item 3: `Item 3`

3. **Associate Variables with Catalog Items**:
- When setting up the catalog items in the Order Guide, ensure the display of each item is controlled by its corresponding checkbox variable.

 

 

 

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Please appreciate the efforts of community contributors by marking the appropriate response as the correct answer and helpful. This may help other community users to follow the correct solution in the future.

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Cheers,
Prashant Kumar
ServiceNow Technical Architect


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Hi @PrashantLearnIT 

 

Thank you for your response. In that case, an extra checkbox field is created for every catalog item, and it is visible on the portal. Should we hide it using a UI policy? Additionally, I have already added catalog items using rule-based criteria. How can I add catalog items to the order guide?

HI @mahimahidhar 

 

You can under related list of order guide.

 

 

********************************************************************************************************
Please appreciate the efforts of community contributors by marking the appropriate response as the correct answer and helpful. This may help other community users to follow the correct solution in the future.

********************************************************************************************************
Cheers,
Prashant Kumar
ServiceNow Technical Architect


Community Profile LinkedIn YouTube Medium TopMate
********************************************************************************************************