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Confidential requests

Existing customers using versions earlier than April 2016 who do not yet have this feature activated can do so by following the instructions in the Activating features section. See Confidential requests.

When activated, this feature enables requests - created from an appropriately configured offering - to be hidden from the Requested for user in the Service Portal. For example, a manager may create a confidential request for an employee. The manager (the Requested by user) is able to view the request, but the employee (the Requested for user) is not able to view the request.

Confidential requests are set at the offering level. A request created from such an offering is, by default, confidential.

When creating the request from such an offering, the agent can override the default so that the request is no longer confidential. In addition, you can use business rules to apply in specific situations and override the default. For more information about business rules, see Record Management business rules.

To configure an offering for confidential requests:

  1. From the main menu, select Plan > Service Catalog > Offerings.

  2. Select the offering you want to configure.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click the record identifier in the ID column to display the selected record.

  4. In the General tab, in the Public audience section, select the following field values:

    Field Value
    Allow public Never
    Public scope Confidential
  5. Click Save icon Save on the toolbar.

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