How to combine several requested items in to one request

[Brian Hofmeiste]

Hello all,

I have separate requests like (1) get a credit card and (2) get a travel account.  Those are requests that happen independently.  However sometimes a person needs both.  Is there a way to create a request called “Get credit card and travel account” and it just links to those existing catalog items? That would help me from having to recreate all the workflows housed in the individual requests and put them in this new combined request.  

Thanks all,

Brian 

[SanjivMeher · Accepted solution]

You can use Order Guide for that, where you can link two catalog item together, which will create one request with two requested items. Below link should get you started.

https://docs.servicenow.com/en-US/bundle/tokyo-servicenow-platform/page/product/service-catalog-mana...

[Brian Hofmeiste]

Awesome thank you! I looked at this but I was confused what happens to the workflows attached to each catalog item.  I’m assuming they all execute as normal.  But this will be weird for a manager to get multiple approvals tied to each catalog item instead of a single approval for all the attached catalog items.  Is there an easy way to do that or do you need to check to see if the catalog item was initiated from an order guide at the beginning of all your workflows?

[SanjivMeher]

I haven't worked on it recently. But in my past projects, we would send the request for approval and not the requested item. The requested item workflow is only used for catalog task creation. 

You need to use the same logic. Have approval at request level and task creation at requested item level.

[Brian Hofmeiste]

This is a good idea.  I’ve always had the approvals at the req item level but moving it up to the request level would fix this.  Thank you!