Key Features

• Describe Needs Section: Displays the order guide’s image, description, and variables associated with the request.
• Choose Options Section: Shows catalog items included in the order guide based on earlier inputs and configured rules. Each catalog item appears in an accordion view with its name, description, and any required options for user input.
  • Include Toggle: Allows users to optionally include or exclude catalog items in the order guide request. This toggle can be enabled or disabled by selecting the Show Include Toggle (Service Portal) checkbox during order guide configuration.
  • Mandatory Items: Items can be made mandatory, removing the toggle and enforcing their inclusion.
  • Excluding Items: When an item is excluded, it becomes non-editable and mandatory field restrictions are ignored.
• Summary Section: Provides a review of the entire order guide request before submission.
• Instance Options: Customizable settings accessible by pressing Ctrl and clicking the widget to select Instance Options, including:
  • Presentation Title: Sets the display name of the order guide widget.
  • Bootstrap Color: Defines the widget’s color theme based on Branding Editor choices.
  • Show More/Less on Mobile: Enables toggling full or truncated descriptions for order guides and catalog items in mobile views.
  • Compact Mode: Optimizes widget layout for smaller screen areas (less than 6x6).
  • Hide Delivery Time: Option to hide delivery times for catalog items within accordions (not applicable on summary page).
  • Show Add to Cart: Controls visibility of the Add to Cart button on the order guide summary page.

Practical Use and Benefits

This widget streamlines complex ordering processes by grouping related catalog items into a single guided request, improving user experience and order accuracy. The configurable toggle and mandatory settings provide flexibility in controlling which items must be included, ensuring requests meet business requirements without overwhelming users. The summary review offers a final confirmation to reduce errors. Instance options allow branding and display customization to fit your portal’s look and feel and device considerations.

Next Steps

• Create and configure order guides in the platform UI under Service Catalog settings.
• Use the widget as provided or clone it to tailor functionality and appearance.
• Customize widget instance options to align with your portal branding and user experience goals.
• Leverage related widgets and concepts like the Catalog Content widget, Request Fields widget, and SC Shopping Cart widget to build a comprehensive catalog experience.