<h2>Order guide form</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="reference" /><meta name="DC.title" content="Order guide form" /><meta name="abstract" content="Description of the fields on the Order guide form." /><meta name="description" content="Description of the fields on the Order guide form." /><meta name="DC.relation" scheme="URI" content="../../../product/service-catalog-management/concept/service-catalog-reference.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/service-catalog.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-08-03" /><meta name="DC.date.modified" content="2023-08-03" /><meta name="page-type" content="platform" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="order-guide-form" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Order guide form</title></head><body id="order-guide-form"> <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/service-catalog.html" title="Use the ServiceNow Service Catalog application to 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">Order guide form</h1> <div class="body refbody"><p class="shortdesc">Description of the fields on the Order guide form.</p> <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="order-guide-form__table_oqx_shn_cr" class="table" frame="border" border="1" rules="all"><caption><span class="tablecap"><span class="table--title-label">Table 1. </span>Order guide form</span></caption><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d789326e53">Field</th><th class="entry cellrowborder" style="vertical-align:top;" id="d789326e56">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Name</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Order guide name that appears in the catalog.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Active</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Check box to indicate whether the order guide is active or not.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Category</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Category heading under which the order guide appears in the catalog.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Two step</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Check box to enable two step ordering instead of the default <a class="xref" href="../task/t_OrderProcess.html" title="Once created, order guides present the customer with a three-step ordering process by default.">three-step ordering</a>, omitting the final step. With two step ordering, selecting <span class="ph uicontrol">Check out</span> submits the request immediately, then displays the order confirmation screen. This is not applicable for Service Portal.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Icon</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">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.<p class="p">To use your own default icon, upload an image, overwriting the image stored in images/service_catalog/generic_small.gif.</p> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Cascade variables</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Ordered Item Link</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Roles</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Roles that users must have to access this order guide.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Short description</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Summary of the order guide purpose.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Description</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Description that appears on the first page of the order guide. Apply formatting with the HTML editor.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Meta</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Comma-separated list of tags used to search for the order guide. See <a class="xref" href="../task/search-catalog-item.html" title="When you search for a catalog item by a keyword in Service Catalog, the search results are displayed by considering a few fields of the catalog table. If the keyword does not have exact matches, its closest matches are displayed as Did you mean suggestions. This search functionality is also applicable in Service Portal.">Configure keyword search for catalog items</a>.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Hide on Service Portal</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">If selected, the order guide is not available on Service Portal.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Picture</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">[Optional] Image of the item.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Order to cart</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">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.<div class="note"><span class="notetitle">Note:</span> This setting only works when the <span class="keyword option">Two step</span> check box is also set to true.</div> </td></tr><tr class="row"><td class="entry cellrowborder sub-head" colspan="2" style="vertical-align:top;" headers="d789326e53 d789326e56 ">Portal Settings</td></tr><tr class="row"><td class="entry cellrowborder" colspan="2" style="vertical-align:top;" headers="d789326e53 d789326e56 ">Use these settings to configure the order guide behavior in Service Portal.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Request method</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">Setting that controls the label displayed for the <span class="ph uicontrol">Order Now</span> button and the order submission experience. <ul class="ul" id="order-guide-form__ul_nqg_3dm_xfb"><li class="li"><span class="ph uicontrol">Order</span>:<ul class="ul" id="order-guide-form__ul_cts_pgg_3gb"><li class="li">Button label: <span class="ph uicontrol">Order Now</span></li><li class="li">Confirmation dialog box: Displayed</li><li class="li">Delivery information: Editable</li></ul> <div class="note"><span class="notetitle">Note:</span> This is the default setting.</div> </li><li class="li"><span class="ph uicontrol">Request</span>:<ul class="ul" id="order-guide-form__ul_jlb_ygg_3gb"><li class="li">Button label: <span class="ph uicontrol">Request</span></li><li class="li">Confirmation dialog box: Displayed</li><li class="li">Delivery information: Not displayed.</li></ul> <p class="p">This setting can be used in scenarios such as a code access request where the delivery information is pre-determined.</p> </li><li class="li"><span class="ph uicontrol">Submit</span>:<ul class="ul" id="order-guide-form__ul_zwl_ghg_3gb"><li class="li">Button label: <span class="ph uicontrol">Submit</span></li><li class="li">Confirmation dialog box: Not displayed</li><li class="li">Delivery information: Not displayed</li></ul> <p class="p">This setting can be used in scenarios such as reset password request where no further request information is required.</p> </li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Hide 'Add to Cart'</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">If selected, the <span class="ph uicontrol">Add to Cart</span> button is not displayed for the order guide. If the <span class="ph uicontrol">Show Add to Cart</span> instance option of the widget is set to false, then this setting is ignored.<p class="p">This setting is selected by default if the <span class="ph uicontrol">Request method</span> is <span class="ph uicontrol">Request</span> or <span class="ph uicontrol">Submit</span>.</p> <p class="p">For upgrade scenarios, if the <span class="ph uicontrol">No cart</span> field is selected in Platform, run the <span class="keyword apiname">CatalogPortalSettingsMigration</span> script include to update this setting to the <span class="ph uicontrol">Hide 'Add to Cart'</span> field in the <span class="ph uicontrol">Portal Settings</span> tab.</p> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e53 ">Show Include Toggle</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d789326e56 ">If selected, a toggle is displayed for each catalog item in the <span class="ph uicontrol">Choose Options</span> section in Service Portal. You can click this toggle to include or exclude the catalog item from the order guide request.<p class="p">For zBoot customers, this option is selected by default for existing order guides in the demo data and new order guides.</p> <p class="p">For upgrade customers, this option is selected by default only for new order guides.</p> </td></tr></tbody></table> </div> <div class="section" id="order-guide-form__section_gr4_nhg_1yb"> <p class="p">For information about creating an order guide, see <a class="xref" href="../task/t_CreateAnOrderGuide.html" title="You can create an order guide with a two-step or three-step ordering process.">Create an order guide</a>.</p> </div> </div> <div class="related-links"> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../product/service-catalog-management/concept/service-catalog-reference.html" title="Reference topics provide additional information about the lists and forms.">Service Catalog Reference</a></div> </div> </div></body></html></div>