Service Request Notifications
Below are the list of notifications that are available by default for the Service Request 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 Service Re…
How to customise the create release 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 release form? Follow the steps below to customise the create problem form. * Navigate to Main menu >…
How to resolve incidents?
In order to quickly update and view the resolution of an incident a specific tab is provided within the incident details page. * Navigate to Resolution tab in incident details page. * Once you click on +Add button, a Add Resolution modal will open up. * The agents can provide the resolution of the incident an…
API to add reply to an Incident
API Endpoint {account_url}/api/v2/public/incidents/{id}/reply/ Method PATCH Response Data Reply added to an Incident * This endpoint is used to add a reply to an incident. Sample Request { "message": "sample message", } Sample Response Success Response: Status code 200 { "id": 176, "time_spen…
How to add or edit private note to incidents?
Agents can initiate conversations, communicate any updates or followup by adding notes within a incident. These notes can be notified to other agents by adding them as subscribers. Required Permission No permission required to add a private note to an incident. Agents who have access to view the incidents will be a…
How to link assets to an incident?
Assets can be linked to an incident in two ways as explained below. 1. Create incident form Assets can be linked to an incident even while creation. Asset lookup field will be available in the create incident form using which the agents can search and link the asset to the incident. 2. Assets tab in incident detai…
Sorting Incidents
The incident listing page is built in with default sort options which the agents can make use of. The default sort options available are. Due By : to sort the incidents based on the due date (ascending or descending) Last Replied - recent to oldest This will sort the incidents based on the last reply on the ti…
What is Incident Management?
What is an Incident? ITIL (Information Technology Infrastructure Library) defines an incident as 'An unplanned interruption to a service or a reduction in the quality of a service'. An incident is an unexpected event or disruption that disturbs the regular operations in IT systems. It can encompass technical glit…
How to create a Smart Rule in Service Desk?
Smart Rules in Service Desk provide an efficient way to automate tasks and streamline support operations. Smart Rules will help in automating administrative tasks within a support team, allowing agents to save time and focus on delivering quality customer support. This knowledge base explains the steps involved in c…
How to configure Two Factor (2FA) Authentication in Service Desk?
What is Two Factor Authentication? Two-Factor Authentication (2FA) is a security mechanism that will an extra layer of protection to user login. Instead of relying only on a password, 2FA requires an additional piece of information, typically like a code, smartphone, hardware token, fingerprint or facial recognition…
