<h2>Request an order guide from Service Portal</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2024" /><meta name="DC.rights.owner" content="(C) Copyright 2024" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="task" /><meta name="DC.title" content="Request an order guide from Service Portal" /><meta name="abstract" content="Use the SC Order Guide widget on Service Portal to request an order guide with several catalog items for a specific purpose." /><meta name="description" content="Use the SC Order Guide widget on Service Portal to request an order guide with several catalog items for a specific purpose." /><meta name="DC.subject" content="Request an order guide from Service Portal" /><meta name="keywords" content="Request an order guide from Service Portal" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/concept/catalog-on-portal.html" /><meta name="DC.relation" scheme="URI" content="../../../administer/general/concept/capabilities-bundle-landingpage.html" /><meta name="DC.relation" scheme="URI" content="../../../administer/general/concept/manage-services.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/concept/c_ServiceCatalogManagement.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/task/access-categories-portal.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/task/add-to-wishlist-portal.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/task/add-to-cart-portal.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/task/request-cat-item-portal.html" /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/concept/stpage-req-item.html" /><meta name="DC.relation" scheme="URI" content="t_OrderProcess.html" /><meta name="DC.relation" scheme="URI" content="t_CreateAnOrderGuide.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-02-02" /><meta name="DC.date.modified" content="2023-02-02" /><meta name="page-type" content="platform" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="request-order-guide-portal" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Request an order guide from Service Portal</title></head><body id="request-order-guide-portal"> <div class="breadcrumb"><a class="link" href="../../../administer/general/concept/capabilities-bundle-landingpage.html" title="Extend the Now Platform with additional applications and features.">Extend Now Platform capabilities</a> > <a class="link" href="../../../administer/general/concept/manage-services.html" title="Give your customers tailored catalogs for products, and create portals for service requests, using the ServiceNow Service Catalog app.">Manage service capabilities</a> > <a class="link" href="../../../product/service-catalog-management/concept/c_ServiceCatalogManagement.html" title="With the ServiceNow Service Catalog application, create service catalogs that provide your customers with self-service opportunities. Customize portals where your customers can request catalog items such as service and product offerings. You can also standardize request fulfillment to ensure the accuracy and availability of the items in the catalogs.">Service Catalog</a> > </div> <h1 class="title topictitle1" id="ariaid-title1">Request an order guide from Service Portal</h1> <div class="body taskbody"><p class="shortdesc">Use the SC Order Guide widget on Service Portal to request an order guide with several catalog items for a specific purpose.</p> <div class="section prereq p"> <p class="p">Role required: requester</p> <p class="p">Select the <span class="ph uicontrol">Allow Cloning</span> instance option on the Order Status page to display the <span class="ph uicontrol">Additional Actions</span> section after placing the request.</p> <p class="p">For information about the SC Order Guide widget, see <a class="xref" href="../build/service-portal/concept/sc-order-guide-widget.dita/sc-order-guide-widget.html" target="_blank" rel="noopener noreferrer">SC Order Guide widget</a>.</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Service Portal</span> > <span class="ph uicontrol">Service Portal Home</span></span>.</span> <div class="itemgroup stepresult">The Service Portal homepage is displayed.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select an order guide from Service Catalog.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Describe Needs</span> section, enter the required information and click <span class="ph uicontrol">Next</span>.</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> The <span class="ph uicontrol">Next</span> button is disabled until you fill all mandatory fields on the form.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Choose Options</span> section, enter the requirements for catalog items and click <span class="ph uicontrol">Next</span>.</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> <ul class="ul" id="request-order-guide-portal__ul_hff_kvl_cbb"><li class="li">If a catalog item has fields that need user inputs, <span class="ph uicontrol">Options</span> is displayed on the accordion.</li><li class="li">If the fields are mandatory, a red asterisk is displayed beside <span class="ph uicontrol">Options</span>.</li><li class="li">The ordered quantity value is displayed in the <span class="ph uicontrol">Quantity</span> field and can be modified only if the <span class="ph uicontrol">Show quantity</span> option is selected while creating an order guide rule base,</li></ul> </div> </div> <ol type="a" class="ol substeps" id="request-order-guide-portal__substeps_g55_tvl_cbb"><li class="li substep substepexpand"> <span class="ph cmd">To expand or collapse the catalog item information, click the accordion.</span> </li><li class="li substep substepexpand"> <span class="ph cmd">To include or exclude the catalog item from the order guide request, click the toggle on the accordion.</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> When the item is excluded from the order guide request, the item is not editable and the corresponding mandatory field restrictions are ignored.</div> </div> </li><li class="li substep substepexpand"> <span class="ph cmd">To add an attachment for the catalog item, click the Add attachments icon (<img class="image icon" id="request-order-guide-portal__image_plp_nfq_w1b" src="../image/IconAddAttachmnt.png" alt="Icon to add attachments" />) and select the required attachment.</span> </li><li class="li substep substepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Previous</span> to navigate to the <span class="ph uicontrol">Describe Needs</span> section.</span> </li></ol> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Summary</span> section, review the order guide summary.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To add the order guide to the shopping cart, click the Add to Cart icon (<img class="image icon" id="request-order-guide-portal__image_i2v_pfq_w1b" src="../image/IconAddTocart.png" alt="Icon to add to cart" />).</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> When you add an order guide to the cart, you can only edit the order guide instance in the cart.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">To go to the <span class="ph uicontrol">Choose Options</span> section and edit the order guide items, click <span class="ph uicontrol">Edit Options</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Order Now</span>.</span> <div class="itemgroup stepresult">The Order Confirmation window is displayed.</div> </li><li class="li step stepexpand"> <span class="ph cmd">From the <span class="ph uicontrol">Request for</span> list, select the user for whom you are requesting.</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> <ul class="ul" id="request-order-guide-portal__ul_cs3_j4p_4bb"><li class="li">By default, the user who is logged in is selected in this list.</li><li class="li">The User [sys_user] table columns specified in the <span class="ph uicontrol">Additional columns for the “request for” Service Catalog widget. Choose fields in the sys_user table. Must be semicolon separated</span> (<span class="keyword parmname">glide.sc.request_for.columns</span>) Service Catalog property are displayed in the <span class="ph uicontrol">Request for</span> list and you can search for a user by the specified columns.</li><li class="li">You can provide additional widget options to control the <span class="ph uicontrol">Request for</span> default value. For example:<pre class="pre codeblock"><code>"requested_for_id": { "value": "62826bf03710200044e0bfc8bcbe5df1" }, "requested_for_display": { "value": "Abel Tuter" }</code></pre></li></ul> </div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">If required, specify the <span class="ph uicontrol">Delivery Information</span> and <span class="ph uicontrol">Special instructions</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To add an attachment for the order guide, click the Add attachments icon and select the required attachment.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Checkout</span>.</span> <div class="itemgroup stepresult">The corresponding request is displayed in the Order Status page with the request number, estimated delivery date for the entire order, price, and the order status of individual ordered items.<div class="note"><span class="notetitle">Note:</span> <ul class="ul" id="request-order-guide-portal__ul_hnt_nlt_4bb"><li class="li">Use the instance options on the Order Status page to display the pre-defined columns.</li><li class="li">You can display either the RITM number or the name of the catalog item. By default, the name of the catalog item is displayed.</li></ul> </div> </div> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">To clone a request for other users, perform the following steps.</span> <ol type="a" class="ol substeps" id="request-order-guide-portal__substeps_pgv_wq4_xfb"><li class="li substep substepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Additional Actions</span> section, from the <span class="ph uicontrol">Also request for</span> list, select the required users and click <span class="ph uicontrol">Submit</span>.</span> </li><li class="li substep substepexpand"> <span class="ph cmd">In the Cloning Requests window, click <span class="ph uicontrol">Ok</span>.</span> <div class="itemgroup info"> <div class="note"><span class="notetitle">Note:</span> <ul class="ul" id="request-order-guide-portal__ul_jd5_2r4_xfb"><li class="li">The logged in user should be specified in the <span class="ph uicontrol">List of roles (comma-separated) that can use bulk ordering functionality. Blank means all users</span> (<span class="keyword parmname">glide.sc.allow.clone.roles</span>)) property.</li><li class="li">You can clone the request for multiple users.</li><li class="li">If a record producer is included in the order guide, a request is created for all items other than the record producer.</li><li class="li">When you clone a request that contains a multi-row variable set, the information that is specified in the multi-row variable set is available in all cloned requests. All UI policies and client scripts on the multi-row variable set are also cloned.</li></ul> </div> </div> <div class="itemgroup stepresult"> <ul class="ul" id="request-order-guide-portal__ul_bxv_lr4_xfb"><li class="li">A separate request is created for each specified user and that user is displayed in the <span class="ph uicontrol">Requested For</span> field of the request.</li><li class="li">The <span class="ph uicontrol">Opened By</span> field of the cloned requests is updated with the logged in user.</li><li class="li">A user can view the cloned request created for the user from the <span class="ph uicontrol">Requests</span> menu option or the My Requests widget on the catalog homepage.</li></ul> </div> </li></ol> </li></ol> </div> <div class="related-links"> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../product/service-catalog-management/concept/catalog-on-portal.html" title="Use Service Portal to configure an improved version of Catalog. You can customize Service Portal where your customers can request catalog items such as service and product offerings. You can use the Service Catalog widgets to build a catalog for your portal.">Service Catalog in Service Portal</a></div> </div> <div class="linklist relinfo relconcepts"><strong>Related concepts</strong><br /> <ul class="linklist"><li class="linklist"><a class="link" href="../../../product/service-catalog-management/concept/stpage-req-item.html" title="In Service Portal, you can configure the ticket page of a requested item to display the related information, while still having a consistent layout that is similar to other request types. This configuration ensures a consistent experience when viewing submitted requests in Service Portal.">Standard ticket page for a requested item</a></li></ul></div> <div class="linklist relinfo reltasks"><strong>Related tasks</strong><br /> <ul class="linklist"><li class="linklist"><a class="link" href="../../../product/service-catalog-management/task/access-categories-portal.html" title="Access Service Catalog categories to access the catalog items within.">Access Service Catalog categories in Service Portal</a></li><li class="linklist"><a class="link" href="../../../product/service-catalog-management/task/add-to-wishlist-portal.html" title="Add catalog items or record producers to the wish list to review them when required.">Add an item to the wish list in Service Portal</a></li><li class="linklist"><a class="link" href="../../../product/service-catalog-management/task/add-to-cart-portal.html" title="Add a catalog item or order guide to the shopping cart to store at one place and checkout.">Add a catalog item to the shopping cart</a></li><li class="linklist"><a class="link" href="../../../product/service-catalog-management/task/request-cat-item-portal.html" title="Use the SC Catalog Item widget in Service Portal to request a catalog item.">Request a catalog item from Service Portal</a></li><li class="linklist"><a class="link" href="t_OrderProcess.html" title="Once created, order guides present the customer with a three-step ordering process by default.">Request an order guide</a></li><li class="linklist"><a class="link" href="t_CreateAnOrderGuide.html" title="You can create an order guide with a two-step or three-step ordering process.">Create an order guide</a></li></ul></div> </div> </body></html></div>