SC Order Guide widget

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of SC Order Guide widget

    The SC Order Guide widget (widget-sc-order-guide-v2) enables ServiceNow customers to request an order guide, which is a single service catalog request containing multiple catalog items tailored for a specific purpose. This widget can be used directly in your Service Portal or cloned and customized to meet your business requirements. Order guides are configured in the Service Catalog under Service Catalog > Catalog Definitions > Order Guides.

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    Key Features

    • Describe Needs Section: Displays the order guide’s image, description, and variables to gather user inputs.
    • Choose Options Section: Lists catalog items included in the order guide based on input and configured rules. Each item appears in an accordion with its name, description, and configurable options if required.
    • Include Toggle: Optionally allows users to include or exclude catalog items from the order guide request. This toggle can be enabled or disabled via the Show Include Toggle (Service Portal) checkbox in order guide configuration. Mandatory items are always included and not editable.
    • Summary Section: Provides a review summary of the order guide before submission.

    Instance Options

    Customers can customize the widget’s behavior and appearance through instance options accessible by pressing Ctrl, clicking the widget, and selecting Instance Options. Key configurable options include:

    • Presentation Title: Sets the order guide’s display name.
    • Bootstrap Color: Defines the widget color as per the Branding Editor.
    • Enable Show More/Less on Mobile: Controls description truncation for order guides and catalog items in mobile view.
    • Compact Mode: Enables a compact display suitable for small screen real estate.
    • Hide Delivery Time: Hides delivery time information on catalog items (not applicable on summary page).
    • Show Add to Cart Option: Displays the Add to Cart button on the order guide summary page.

    Practical Benefits for ServiceNow Customers

    • Streamlines complex requests by grouping related catalog items into a single order guide.
    • Improves user experience with dynamic options and summaries tailored to requester needs.
    • Enables flexible configuration to match organizational policies, such as mandatory items and item inclusion toggles.
    • Supports mobile users with expandable descriptions and compact modes.
    • Integrates seamlessly with other Service Portal widgets and catalog management features.

    Use this widget (widget-sc-order-guide-v2) to request an order guide, that is, a single service catalog request for several catalog items with a specific purpose. You can use this base system widget as-is in your portal or clone it to suit your own business needs.

    Configure order guides using the Service Catalog in the platform UI by navigating to Service Catalog > Catalog Definitions > Order Guides.

    The order guide form comprises the following sections:

    Describe Needs

    This section displays the following that are associated with the order guide:

    • Image
    • Description
    • Variables

    Choose Options

    This section displays a list of catalog items included in the order guide based on the information provided in the Describe Needs section and the rule base configured for the order guide. Each catalog item is displayed with its name and description on an accordion.

    Each accordion displays:
    • Options, if a catalog item has fields that need user inputs.
      Note:
      If the fields are mandatory, a red asterisk is displayed beside Options.
    • A toggle to include the catalog item in the order guide request. You can make it mandatory to include all items in the order guide request by not displaying the toggle. You can make it optional to include items in the order guide request by displaying the toggle. To display the toggle for each catalog item of the order guide, select the Show Include Toggle (Service Portal) check box while configuring the order guide. For more information, see Create an order guide .
      Note:
      When an item is excluded from the order guide request, the item is not editable and the corresponding mandatory field restrictions are ignored.

    Summary

    This section provides a summary of the order guide that you can review before requesting the order guide.

    Instance options

    Use the widget instance options to customize the settings for the SC Order Guide widget. To customize the settings for this widget, press the Ctrl key, click on the widget, and select Instance Options.

    Table 1. Instance options for the SC Order Guide widget
    Field Description
    Presentation
    Title Name of the order guide.
    Bootstrap Color Color of the widget based on the selections made in the Branding Editor.
    Enable Show More/Less for Item description on Mobile Enables the Show more or Show less options for the description of the order guide or the associated catalog items in the mobile view. By default, the Show more option is available.
    • Click Show more to display the entire description.
    • Click Show less to display only 150 characters of the description.
    Note:
    This instance option is applicable for the description of the order guide in the Describe Needs section, and the description of the associated catalog items in the Choose Options section.
    Compact Mode Displays the widget in the compact mode when configured for smaller real estates (less than 6*6).
    Hide Delivery Time Hides the delivery time for each catalog item in the accordion. It is not applicable for the order guide summary page and the delivery time is never displayed on the summary page.
    Behavior
    Show Add to Cart Option to display the Add to Cart button on the order guide summary page.