Save a Service Catalog Request as Draft

jim pisello
Giga Expert

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...

1 ACCEPTED SOLUTION

Mark Stanger
Giga Sage

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.


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13 REPLIES 13

I am reading the thread where you posted the question and Mark from Crossfuze replied saying you guys have a solution for it. Don't you work for the same Crossfuze? LOL.


I also want to see this in action, if you have demo/video or PDF please share with us.



Thank you.


Jesus


Hi Jesus,



Indeed I do work for Crossfuze now. At the time I wrote my original post (late 2012 or early 2013 IIRC) I was otherwise employed.



We perform our demos live so that we can respond to any questions you might have. If you're interested, I can put you in contact with our business manager to schedule a demo.


sbh
Tera Guru

Other community posts have mentioned that wish lists do this, and they've been available since Istanbul.

 

https://docs.servicenow.com/bundle/orlando-it-service-management/page/product/service-catalog-manage...

This is actually the correct answer to this "issue". Adding an item to the wish list also saves the variable values BEFORE having to submit it.