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Create an order guide

Create an order guide

You can create an order guide with a two-step or three-step ordering process.

About this task

To create an order guide:

Procedure

  1. Navigate to Service Catalog > Catalog Definition > Order Guides.
  2. Click New.
  3. Fill in the fields as appropriate (see table).
  4. Right-click the form header and click Save.
  5. In the Rule base related list, define the rules that determine which items are included in an order.
  6. (Optional) In the Variables related list, define any variables required.
    Table 1. Order guide
    Field Description
    Name Order guide name that appears in the catalog.
    Active Check box to indicate whether the order guide is active or not.
    Category Category heading under which the order guide appears in the catalog.
    Two step Check box to enable two step ordering instead of the default three-step ordering, omitting the final step. With two step ordering, selecting Check out submits the request immediately, then displays the order confirmation screen. This is not applicable for Service Portal.
    Icon A 16x16 pixel image to appear as an icon beside the order guide name in the catalog. If no image is uploaded, the default icon appears beside this order guide.

    To use your own default icon, upload an image, overwriting the image stored in images/service_catalog/generic_small.gif.

    Cascade variables Check box to select whether the variables used cascade, which passes their values to the ordered items. If this check box is cleared, variable information entered in the order guide is not passed on to ordered items.
    Ordered Item Link Link to more information about an ordered item. Select a predefined link item to appear on the ordered item screen. Customers can click the link to access more information. This is not applicable for Service Portal.
    Show Include Toggle (Service Portal) Displays a toggle in for each catalog item the Choose Options section on Service Portal. You can click this toggle to include or exclude the catalog item from the order guide request.

    For zboot customers, this option is selected by default for existing order guides in the demo data and new order guides.

    For upgrade customers, this option is selected by default only for new order guides.

    Roles Roles that users must have to access this order guide.
    Short description Summary of the order guide purpose.
    Description Description that appears on the first page of the order guide. Apply formatting with the HTML editor.
    Meta Comma-separated list of tags used to search for the order guide. See Configure keyword search for catalog items.
    Hide on Service Portal If selected, the order guide is not available on Service Portal.
    Picture [Optional] Image of the item.
    Order to cart Check box allowing users to add order guides to their cart, then continue shopping rather than checking out immediately. This is not applicable for Service Portal.
    Note: This setting only works when the Two step check box is also set to true.

This site is scheduled for a small content update on Monday, November 19th, between the hours of 3:30pm and 5:00pm Pacific Time (Nov 19 23:30 – Nov 20 1:00 UTC). Acces to this site may be slightly delayed during that time.