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Context: I’m working on creating a purchasing request form as a service item. This is a form where a requester can fill it out for each item they want to order. Then, we take that service request as a ticket and then go into our ERP and order it. Currently, we are using it as a Google Form but I want to use Freshservice.

 

Issue: So, see screenshot below. If they mark Yes for the last drop-down, I want to give them the opportunity to fill it out all over again for the 2nd, or 3rd, or 4th (and so-on item). Is there any way to do this without having to add every single thing over again as a dynamic section? Is there no way to copy and paste all my custom fields for item #2 and #3 and #4, and so on?

 

Not something Fresh is brilliant at Dynamic forms.

 

I would use a workflow to add the additional items to the ticket based on how many are added at the bottom. BUT Fresh is also limited when it comes to looping routines. So you may have to limit it to 3x. 

 

 

Hello, as  @Roxwell say it’s no good way to do it. 

 

A option would be to have a base form that you clone and then add as additionell items. 

You can use Business rules to hide additionell items if the user haven’t selected yes in the drop down. 

@Daniel Söderlund Hmm, that may work…..Not sure how to hide the additional items. How many items could the base form do?

 

@Daniel Söderlund Hmm, that may work…..Not sure how to hide the additional items. How many items could the base form do?

 

There are limit to the number field per service item that you may have noticed. 


In the business rule, you need to select requester new, then you should get the condition “Item” there you can select the main item. 
In the action you should see option to hide the additional  service items. 

I haven’t tested how many additional items that can get. 

There are no good way to hide items in in the service catalogue, the user that going to request need to have to access to ut. 

If you have many you could gave the cloned service items z_item1_original_request_item_name. 
Place them in a category called Do not use. 
 

So, I have my “Purchasing Request Form” as a service item and I have a new service item “Additional Purchases”. But when I go to my “Purchasing Request Form” until Additional Items and I type in the box to add “Additional Purchases” in the Additional Items box, it can’t find it, nothing happens. I have both in the same service category.

 

Nevermind, I had to publish the workspace first. So, could I do this:

Purchasing Request Form

Additional Purchases 2 (Add 3 as an additional item for this)

Additional Purchases 3 (Add 4 as an additional item for this)

Additional Purchases 4 (Add 5 as an additional item for this)

Additional Purchases 5 (Add 6 as an additional item for this)

Etc.

 

 
 

ya, it’s not pretty but I can’t come up with any other way if you don’t make the requester make the same request several times.  

@Daniel Söderlund Can I modify the Purchase Order module? It seems to be 80% of what I’m looking for.

 
 

@Daniel Söderlund Can I modify the Purchase Order module? It seems to be 80% of what I’m looking for.

 
 

not what I know. 

You can change some thing using CSS/java script. 

@Daniel Söderlund How do I inject javiscript into the Purchase Order form in order to change the column headers for the items table? We’re pretty close, just need some javascript access.

 

@Daniel Söderlund How do I inject javiscript into the Purchase Order form in order to change the column headers for the items table? We’re pretty close, just need some javascript access.

 

Maybe not in the form it self. It’s in the general end user portal setup you can add javascript. Don’t know that much about that part. 

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