question Dynamically show/hide characteristic (option) in Sales CRM forum

Dynamically show/hide characteristic (option)

bmedic — Mon, 11 Nov 2024 10:25:44 GMT

Hi all,

I am looking at the options to dynamically show/hide characteristic and/or characteristic options based on the other characteristic values chosen.

Imagine scenario:

I am selling mobile phones, Mobile phone 1 and Mobile phone 2.

In the runtime (configurator), when the Mobile phone 1 option is selected, 256GB, 512GB, and 1TB storage options are available. But if I choose Mobile phone 2, only 512GB and 1TB storage options should be available.

The idea is that characteristic option values are dynamically filtered based on the previous selection.

Or even hide the entire characteristic from the configurator form (based on the previous selection).

Is that possible in any way?

Thanks in advance.

Re: Dynamically show/hide characteristic (option)

Collin Romeijn — Mon, 11 Nov 2024 11:07:29 GMT

Hi,

If you are talking about catalog items, you can use an onchange client script with the g_form.removeoption() or g_form.addoption() operator based on specific if statements.

GlideForm - Client

Kind regards,

Collin

Re: Dynamically show/hide characteristic (option)

Satoshi Abe — Mon, 11 Nov 2024 11:11:38 GMT

@bmedic

You can use extension point to show dynamic filter characteristic.You need to create extension point including script for your business logic.

https://docs.servicenow.com/bundle/xanadu-order-management/page/product/tmt-order-mgt/concept/som-open-state-management-model.html

The way to use extension point is explained in Nowlearning as well.

-course

Introduction - SOM Implementation Bootcamp On Demand

Re: Dynamically show/hide characteristic (option)

Ashish Parab — Mon, 11 Nov 2024 11:36:04 GMT

Hey @bmedic ,

Below is an onChange client script that adds and removes options based on the phone selection.

Please mark this as "correct" and "helpful" if you feel this answer helped you in anyway.

Thanks and Regards,

Ashish

Re: Dynamically show/hide characteristic (option)

SrdanMatijevic — Mon, 11 Nov 2024 12:49:57 GMT

I think you will need this, product configurator Open State Management API framework.

Re: Dynamically show/hide characteristic (option)

RanjaniR — Wed, 13 Nov 2024 04:05:26 GMT

@bmedic

As @SrdanMatijevic has suggested, you can leverage Open State Model to solve this use case. We will be publishing a white paper on the same in the next few weeks as well. Till then please use this documentation.

Re: Dynamically show/hide characteristic (option)

Ajith Sasi — Thu, 13 Feb 2025 05:49:05 GMT

Hi @SrdanMatijevic ,

I have similar requirement where I need to decide whether Business Computer spec and offering are needed to be displayed or not based characteristic residential/business option is it is residential I need to Hide the Business computer. Please share from where and how I can configure open state management api.

thanks in advance.

Re: Dynamically show/hide characteristic (option)

Satoshi Abe — Thu, 13 Feb 2025 14:05:16 GMT

@Ajith Sasi

I recommend to see a NowLearning course and a document for Open State Model.

Now Learning

https://learning.servicenow.com/lxp/en/pages/learning-course?id=learning_course&course_id=599b2e2b939192102fac74096cba1093&group_id=25b726c647865690ca332a81736d433d&child_id=81da647e47469e90ca332a81736d438c&spa=1

Document

https://www.servicenow.com/docs/bundle/yokohama-order-management/page/product/tmt-order-mgt/concept/som-open-state-management-model.html

Re: Dynamically show/hide characteristic (option)

RanjaniR — Thu, 13 Feb 2025 18:33:55 GMT

Hi @Ajith Sasi

You can meet this use case using Open State extension APIs. We have a Declarative Rules Engine on our roadmap which can also solve for these kind of use cases without the need for scripting.

Re: Dynamically show/hide characteristic (option)

Ajith Sasi — Tue, 25 Feb 2025 10:28:15 GMT

Thanks @Satoshi Abe ,

Now I am able to change the option dynamically