Create a new request from a user interaction

Security Role: Service Desk Agent

As a Service Desk Agent, you can trigger an interaction that is in the “request for administration,” "request for information," or "service request" category to a request.

To a new request from a user interaction, follow these steps:

1. Click Service Desk > Create Streamlined Interaction. The New Interaction form is displayed.

2. Specify the Contact for the interaction.

   Note If you use the Fill function to replace the information in a field that already has data, clear the field before you click Fill. If the field contains data, the Fill function cannot operate.

3. In the Service Recipient field, select the service recipient.
4. In the Notify By field, select the user's preferred notification method.
5. Type a description for the interaction.
6. In the Category field, select request for administration, request for information, or service request.
7. In the Affected Service field, select the affected service.

8. Click the Continue button. The New Request form is displayed.

9. Enter necessary information to create the new request.

Related topics

Request Fulfillment workflows and user tasks

Example: Search for a record

Create a new request record