Question on Order Guides

[terrieb]

I am building an order guide for new or transferred employees for application access and/or hardware requests

While I was able to build it with the rules (individual catalog items) even if they don't select an item on one of the tabs, it automatically comes up as "ordered".  They can delete the items before hitting the Check Out button, but is there a way to only display those items they actually select rather than them having to go through each one and "delete"?

This is how the order guide is on the "Options" tab:

So if they only select one tab and several applications, like the one above, when they hit Checkout all the items appear:

Is there any way to avoid this action and only have the items they actually selected displayed instead?

Thanks

[Michael Jones -]

Terri, 

If you add all of your items to your rule base with no conditions, they will always be added to the Choose Options Page, and all items that are in the Choose Options page will be submitted when they checkout. Generally the solution for this is to add variables to the Describe Needs section that allow the user to pre-select the type (or types) of requests that they want to create and then tailor your rule base so that only those requests that were selected are added.

As an example you might have a 5 checkboxes on the first page with a rule base that only adds a specific catalog item when one of those checkboxes is true (so based on which ones they check, they might see 1 or 5 items). 

Have you tried using a similar approach?

I hope this helps!

If this was helpful, or correct, please be kind and mark the answer appropriately.

Michael Jones - Proud member of the GlideFast Consulting Team!

[terrieb]

Let me try this approach.  I will let you know if that's what our SD Manager wants it to look like.

Thanks for the suggestion

[terrieb]

One last question.

On the Checkout page, this appears.  Since this order guide would always be used by the Manager for his employee, and he selects the employee on the variables side, is there anyway to hide this section on the Check out page?

And can the Quantity be hid on the item rows as well?

[Michael Jones - · Accepted solution]

Sorry for the late reply. 

On each individual item you should be able to select options for Hide Quantity and Hide Delivery Time - they're not always on the form view, I usually just add them to the list view and set them to true that way. 

As far as the checkout page, I believe that is configured at the catalog properties level (you see that for all requests that are submitted currently, correct?) and would have to be enabled / disabled in the properties. You can verify this by going to Catalog Administration > Properties and then clicking on Cart and checking whether Use Two Step Checkout Model is active (in my screenshot it is turned off). 

Changing that would change the behavior for all requests. 
Unfortunately it is not configurable per item as far as I'm aware and would require some customization to the cart widget to accomplish otherwise. 

I hope this helps!

Michael Jones - Proud member of the GlideFast Consulting Team!