How to create Knowledge Base Articles?
Knowledge Base in Service Desk is all about making sure that the information and knowledge (information, problems, solutions and guides) are well-categorised, easy to access, and useful for everyone within the organisation. Knowledge is one of the most valuable assets of an organisation. This article explains on how…
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 …
How to initiate bulk action over incidents?
Bulk actions are useful to support agents in cases where the agent will have to perform the same action on multiple incidents. How to initiate bulk action over incidents? * Once you choose more than one incident from the listing page the bulk editing action bar will be displayed on the top of the page. * Also, …
API to create or update requester(s) in Service Desk
API Endpoint {account_url}/api/v2/public/requesters/ Method POST Request Data create or update requester(s) Create or Update Requester * This endpoint allows you to create or update single requester(s) in Service Desk. * If a requester already exists, it will be updated with the new details. * If a r…
How to create incidents?
There are multiple ways by which incidents can be raised in Service Desk * Requesters can raise an incident through any one of the channels below Email: Users can send an email to a designated incident email address, explaining their problem or issues or queries. Service Desk can automatically convert these…
How to create and manage asset custom fields?
Asset custom fields are used to capture the properties or the characteristics of the assets within each Asset Type. These fields can be configured for each asset type. The asset custom fields will help to capture more detailed information about the assets enabling efficient asset management. Example: An Asset Type…
Service Requests - Related Information Sections
The right section in the Service Request details page displays the following information in separate card(s). * Requester Information * Service Requests Information * Time Spent * Tags * App Integrations * Actions in Details page Requester Information The details of the requester who raised the Service Reques…
Incident Management - Setup & Configurations
Create Incident Form Customization How to configure and customize the create incident form? Incident Statuses How to configure and customize different statuses for the incidents, team wise Incident Priority Configuring priority for incidents Incident Custom Fields How to configure custom fields for incid…
How to customise the email notification templates?
Follow the steps explained below to customize the email notification templates, * Navigate to Main Menu > Manage > Ticket Settings section > Notifications > any ticket type tab * Click on any of the notifications to Edit . * Here the list of all the teams in service desk will be displayed along with the coun…
What are Queues? and How to Setup Custom Queues?
Queues is an easy way to organize and create custom views based on various filtering conditions for the agents. Queues will be displayed in the left pane in the listing page. Support agent(s) can create multiple queues based on their needs and requirements by configuring various conditions. Default Queues Your…
