Questionnaire or Form for additional information for Demands?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-11-2024 08:20 PM
Hello!
I'm curious if there is a way to send (either automatically or manually) an additional form or questionnaire to a submitter to fill out once they've submitted their Demand? I would like to keep the initial 'Submit a New Demand' record producer very simple and unified, but there are areas of business that need additional specific data in order to process their Demands. Think custom fields or forms, without adding them to the record producer and/or table.
Open to any suggestions - better yet if there's any delivered by ServiceNow that I could leverage.
Thank you!
- Labels:
-
Demand Management
-
Service Catalog
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-11-2024 09:03 PM
The following four points come to mind:
- Use Surveys and Assessments
- Use additional comments in RITM
- Have users enter additional information via email notification and reply
- Use a service catalog for entering additional information
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-11-2024 09:14 PM - edited 09-11-2024 09:22 PM
Hi there is an OOTB way, you can use an order guide. An order guide lets you create multiple catalog item requests. Based on the rules you define in the rule base in order guide additional catalog items will be available for the users to submit. So if your conditions match the users would have an option to submit additional details.
Anyhow if you want your form to be visible only after submission of the 1st form you will need customizations. You can either customize the widget for redirection or you can write an onSubmit client script which will create a request from backend using a script include and cart_js. Once your request is submitted you can write a code in client side for redirection to the new form.
Mark as helpful if this solves your issue or reply if you want more additional elaboration on the above solutions

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-12-2024 04:50 AM
Consider Universal Task with the "Collect Employee Input" type. https://docs.servicenow.com/bundle/xanadu-employee-service-management/page/product/universal-task/co...
If you have specific types of demands that require more information (like ones you know will become a project, or product-specific asks that will go to an agile team), you can create multiple demand record producers to capture what you need in variables, and either add the variable formatter to the demand form or write a script to process the answers and drop them in a text field.