Create an order guide rule

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

About this task

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 might state that if the new employee's job title is CTO or Director, and the department is IT, then add an executive desktop item to the order.

To create an order guide rule:

Procedure

  1. Navigate to Service Catalog > Catalog Definition > Order Guides.
  2. Open an order guide.
  3. In the Rule base related list, click New.
  4. Fill in the fields as appropriate.
    Table 1. Rule guide
    Field Description
    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.
    At this position Tab position to place this item within the Choose Options screen. Tab positions are numbered in order from left to right, with the lowest number appearing at the left of the screen.
    Show quantity Check box to show the quantity ordered within the order confirmation.
    Ignore Mandatory Evaluation Check box to allow customers to proceed without completing mandatory fields for the Describe Needs and Choose Options screens. A field's mandatory status 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.

  5. Click Submit.
    Order guides rule example detail