Create an order guide rule to add a catalog item

You can add a catalog item to an order guide using specific rules.

始める前に

Role required: admin

このタスクについて

Order guide rules define conditions that must be met for a specific item to be included in an order. For example, a New Employee Hire order guide rule can state that if the new employee job title is CTO or Director, and the department is IT, then add an executive desktop item to the order.

手順

1. Navigate to All > Service Catalog > Catalog Definition > Order Guides.
2. Open an order guide.
3. In the Rule base related list, click New.
4. On the form, fill in the fields.

   表 : 1. Rule guide

   Field	Description
   Guide	The order guide to which the created rules are applied.
   At this position	Tab positions are numbered in order from left to right, with the lowest number appearing at the left of the screen.
   Application	Name of the application that is being used.
   If this condition is true	Conditions that must be true for this rule to apply. Create conditions using the condition builder . Conditions can be evaluated against Keywords, Requested By, Requested For, or any variables defined for that order guide.
   Include this item	Item to include in the order if all conditions defined in If this condition is true are matched. 注: You can also include record producers in the order guide.
   Ignore Mandatory Evaluation	Option to allow customers to proceed without completing mandatory fields for the Describe Needs and Choose Options screens. The mandatory status of a field is determined by the variable defining that field. If mandatory fields are not enforced, then relevant information is not passed on to the ordered items. For example, in a New Employee Hire order guide, if the address is not provided then this information is not included in business cards ordered.
   Use cart layout	Option to use the cart layout that has been configured.
   Show quantity	Option to display the ordered quantity of a catalog item in the Choose Options section when a customer requests for an order guide through the Service Portal or Now Mobile app. 注: If the Hide Quantity portal setting is selected while creating or editing a catalog item, the ordered quantity is displayed in the Summary section but not in the Choose Options section.
   Quantity	Option to select the default quantity of a catalog item for the order guide. When quantity is shown, this value can be modified during checkout.

5. Click Submit.