Now Assist Skill Kit on Catalog Items

patryk_antosz
Tera Contributor

Hello, 

I would like to ask if it's possible to use Now Assist Skill Kit for some fields suggestion on Catalog Item before saving the form?

Use Case:
We are creating records via Catalog Item and what I need is to have some button/link (Custom Variable with Macro) which will be called 'Propose categorization' and it will take f.e. short description and description values and based on them it will propose some category and populate that field on the Catalog Item form. Of course it would work with subflow which will get list of all categories etc. and the UI action triggered by Macro would be this UI action which is created for Skill Kit feature.

It would be good to also consider Historical Data, but I guess for now there is no chance to consider them so for now let's say that I need only Skill Kit solution to Propose Categorization based on the provided short description (only when I'll click UI action).

2 REPLIES 2

Jayden4
Tera Contributor

I'm pretty sure the record needs to be saved to be able to pull the data into your prompt. You might have to have a business rule that runs on submit, that checks the catalogue items selected against whatever your input values are, and then either do nothing if correct, or add info message / comment on the proposed. 

There could be a way to do it in the way you described, I'm not dev so I'm not sure but I also looked into this for blocking certain information from being submitted on records, which also needed to have the content read in the prompt before the record was submitted. 

PaulSylo
Tera Sage
Tera Sage

HI @patryk_antosz - this same use case now available in AI agents powered by now assist. 

Regards,
PaulSylo

Kindly mark "helpful", if this helps, or Mark as "Accepted " if it solves your issues !