Wizard as a Catalog item or Order Guide

[gregszul]

Hello,

I have one question related to using wizard as a catalog item. I have form which I need to split into few smaller components but one of my requirements is that these components should not be visible for customers as a standalone catalog items. My question is that is wizard is the best option in this case ? Because I've read that some problems occcurs when people were trying to do that. Maybe I should use the order guide, but will it be possible to not display the smaller parts in Service Catalog ?

Thank you.

[palanikumar]

Hi,

Order guide is better than Wizard. Catalog items are visible to end users only if you add it to the a service catalog. So split your form into multiple Catalog items, and add them to order guide.

Use Wizard only if your requirement cannot be met using Order Guide. Order guide is the better solution otherwise.

[gregszul]

Hello,

Thank you for the reply, so how I can make them invisible ? Did you mean that I shouldn't specify any category ? They will be invisible but searchable.

Or maybe I missed something.

[Community Alums]

Your smaller catalog items will be nested within the Order Guide. If you specify the Catalog and Category against the order guide it will appear in the catalog and the nested catalog items will be able to be accessed only via the order guide.

As palanikumar has stated, as long as you leave the catalog and category blank on the nested catalog items then they will not appear in the service catalog as standalone items. This is useful as it means you can rest assured that the end users won't access one of these segments outside of the order guide.

I have seen posts suggesting you should add the 'No Search' field to the catalog item form and set it to "true" against these catalog items, but in my testing this seemed to provide no additional benefits.

I know this response is probably too late for you but might help other users who come across this post 🙂

[sachin_namjoshi]

You can always define your components in different sections ( using separator, container objects etc) of your catalog item.

You can then use client scripts to show, hide sections based on your business requirements.

Order guide can be used if you want to show, hide complete catalog item based on rule base.

Regards,

Sachin