disable mandatory field requirements in order guides

[patricklatella]

I'm seeing in the Wiki that if I want a user to be able to toggle between the tabs (i.e. catalog items) in the "Choose Options" section of an Order Guide regardless of mandatory fields on the associated catalog items, that I can go into Service Catalog > Catalog Policy > Properties and check "Yes" for the "Validate mandatory fields when switching tabs in 'Choose Options' section of Order Guides".

However I've done that and the Order Guide is still enforcing the mandatory fields on the individual items to be able to toggle between tabs.  

Also the wiki says that if I select "Ignore Mandatory Evaluation" on a Rule Base item in the Order Guide that it will not enforce the mandatory fields for that catalog item in the Order Guide at all...however it's not doing that either.

Anyone know what might be overriding these two settings?   thanks!

[bernyalvarado]

Hi Patrick,

A couple of thoughts:

a) it doesn't sound right. If something is not working as advertised I'll advice you open a Hi ticket. I can recall something like this failing on very old versions of ServiceNow

b) you may want to give it a try to catalog ui policies. I believe it will fulfill your need.

Thanks,

Berny

[patricklatella]

Hi Berny,

thanks for the reply.   I'll dig a little and see what I can find.

For your option of using UI policies, I'm not seeing a way to disengage the mandatory element based on the condition of being included in an order guide...is that what you're suggesting I try?

[bernyalvarado]

Hi Patrick, that piece requires a "trick". I'll use a hidden variable that will be a flag to know when you're still in the "requesting mode" in the catalog item (it can be part of a variable set so you can also use it in other please). By default the variable should be set to 1 or true. On your catalog ui policy you can then make the fields non-mandatory when the variable is set to 1. At the start of the workflows of the catalog items (or workflow of the request) you can then set that variable to 0, which will then make the catalog UI policy make the defined fields as mandatory.

The idea will be something like that . i hope it helps!

Thanks,

Berny

[patricklatella · Accepted solution]

user error, I ready the wiki incorrectly, it says to "clear" the yes box for "Validate mandatory fields when switching tabs in 'Choose Options' section of Order Guides"...not "check" the box.   my bad.