High Level Steps to Use Service Requests

Here are the high-level steps to use the Service Request option.

1. Configure one or more service request types.
   You can do this by configuring values of the Request Type srtype field on the Properties configuration page. For example, create the enumeration property hit_type, with the values Initialize and Refresh.
2. Create a custom form, add the Request Type (srtype) field and the Service Request property.
3. Configure a button for the custom form on a page.
   For example, add the Initialize button to the Edit/View Activity Visual Form Editor and select Send Request in the list of custom forms.

   When a user clicks the Initialize button, the form that was associated with the button opens. The user may fill it with the relevant values and then click Submit. When you create a Service Request as part of a submitted form, Oracle Field Service creates the Service Request in the context of the page from which you open the form. In this example, the custom form and the Service Request will have the context of the activity, from which it is opened. You can then send the activity details to an external application.

   Similarly, if you want to collect the details of inventory, you must add the button to an inventory page, such as the Add to Required page.