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…
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 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 create a Change?
Required Permission(s) Agents with the any one of the team level permissions listed below will be able to create a change request, 1. Create Changes in Associated Teams * Agents with this permission can create a change in any of the Team(s) and Assignment Groups to which they are part of. * This is a Team leve…
How to create a Release?
Required Permission(s) Agents with any one of the Team level permissions listed below will be able to create a release in service desk, 1. Create Releases in Associated Teams * Agents with this permission can create a release in any of the Team(s) and Assignment Groups to which they are part of. * This is a Tea…
Various actions within the Incidents Details Page
Add Subscribers * When there are other agents and stakeholders who need to be notified of the updates related to the incident, they can be added as subscribers * Click on the + button below the incident card and choose the agents who need to be subscribed to the incident. * These agents will receive notificatio…
How to create Canned Actions in Service Desk?
Canned Actions are predefined responses that can be used to provide quick and consistent replies in Service Desk. They help support teams save time and maintain consistency in their communication with the requesters. Leveraging the power of canned actions helps support teams save time, maintain consistency, and deli…
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 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…
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…
