How to customise the create incident form?
Required Permission Manage All Forms * This is a team level role. * Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission. How to customise the create incident form? Follow the steps below to customise the create incident form. * Navigate to Main menu…
Information available in the Service Request details card
The card view provides a simple as well as quick view on the various properties of a Service Request in a simple card format. Following are the details that will be available in the card 1. Service Request ID The auto generated ID of the Service Request. E.g. #SR0000213. Starting with # followed by SR and …
Viewing complete activities over an incident
Activity tab * The complete audit log of the incident will be available here * All the conversations, replies, private notes, automation messages, actions and updates with respect to the incident will be recorded and updated in this tab.
How to link assets to a service request?
Assets can be linked to an service request in two ways as explained below. 1. Create Service Request form Assets can be linked to an service request even while raising service requests. Asset field will be available in the Create form using which the agents can link the respective asset to the Service Request. 2. …
How to customise the create problem form?
Required Permission Manage All Forms * This is a team level role. * Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission. How to customise the create problem form? Follow the steps below to customise the create problem form. * Navigate to Main menu >…
API to fetch Requester Custom Fields and Meta Info
API Endpoint /api/v2/public/requester-custom-fields/ Method GET Request Data fetch requester custom fields meta info Get Requester Custom Fields * This endpoint is used to fetch requester custom fields meta info in Service Desk.[ { "id": 1, "name": "CCF 3", "help_text_for_ag…
Incident Notifications
Below are the list of notifications that are available by default for the Incident ticket type. * The notification templates can be customised as per organisational or team needs. * Notifications can also be enabled or disabled for each team and assignment group. Agent Notifications 1. Agent New Incident This no…
API to add private note to Incidents in Service Desk
API Endpoint {account_url}/api/v2/public/incidents/{id}/private-note/ Method PATCH Response Data Private note added to an Incident * This endpoint is used to add a private note to an incident. Sample Request { "note": "sample message", "alert_to": "all_subscribers" } Sample Response Success Res…
Overview of Agent Details Page
Agent Details Page provides an overview of the agent's profile and allows administrators to perform various actions related to an agent's profile and account. This article will guide you through the different sections and actions available on the Agent Details Page in Service Desk. Agent Profile - Overview Card T…
How to invite Agents into Service Desk?
Agents play a crucial role in your Service Desk, as they are responsible for providing support and resolving tickets raised by requesters. Efficiently managing agents is crucial for delivering exceptional support services through your Service Desk. This article will guide you through the process of adding agents to y…
