Save a Service Catalog Request as Draft

[jim pisello]

I'm working with a client on requirements for what will be a very complex service catalog request. The request form will have a number of mandatory fields. Unfortunately, the person submitting the request may not know all of the required information at the time they begin filling out the request form. What we'd like to be able to do is to save the SC item in a partially completed form so that the user can return to it one or more times to fill out more information as it becomes available to them.

Of course, you can add an SC item to your shopping cart without submitting the cart, then go back and edit the item at some time in the future. However, doing that presents a couple of problems.
1) Adding the item to the Shopping Cart counts as submitting the form, which means that all of the mandatory variables need to be filled in. I can think of some workarounds (like using a Catalog UI Policy or Client Script to change the mandatory attribute on unfinished fields to false when it's added to the cart), but that seems like kind of a hack that presents its own problems. For instance, how to reset those fields to mandatory when the item is reopened (edited) to complete it.
2) Since each user can have only one shopping cart, if the user needs to request another SC Item before they are ready to complete the first one, both items would be ordered when the cart is submitted. This means the user would either need to (a) complete the first item before submitting the cart, or (b) submit the first SC Item in an incomplete state.

In my perfect world, I'd be able to do the following:
1) Save an in-progress SC Item ("draft"), even if mandatory fields have not yet been completed
1a) If necessary, override any onSubmit Catalog Client Scripts that might prevent saving the "draft"
2) Be able to return to the in-progress Item multiple times, until it is ready for submission
3) Be able to submit other SC requests without needing to submit the in-progress item

So... has anyone done anything like this in your own Service Catalog? Any advice or ideas on how I might proceed?

Thanks in advance...

[jim pisello]

Has anyone figured out a way to save a Catalog Item in progress, when there are mandatory fields that haven't yet been filled out?

[Mark Stanger · Accepted solution]

Crossfuze has a comprehensive save draft functionality as part of their catalog/request offering. Let me know if you'd like to see it in action or discuss further.

[jim pisello]

I'd love to see the solution from Crossfuse in action. I'll talk to my team and see if we can set up some time for a demo.

[rajeshagnihotri]

Hi Jim

My customer is also have similar request to save the Service Catalog Cart in Draft and re use /edit when heget complete data or wish to reuse same request.

Hope you have seen the demo and worked for you.

Appreciate if you can guide me.

Regards

Rajesh