How do I update service request fields?

You can update SR fields from the Action Bar. Enter update to view a list of individual fields you can update. Here's a list of the fields you can update for a service request:

Action

Description

Update Account

Change the account associated with the service request.

Update Asset

Change the asset associated with the service request.

  • If you select an account for the service request, then you can select an asset for that account.

  • If you don't select an account but associate a contact with the service request, then you can pick an asset for the contact.

  • If you don't select an account or a contact, you can't select an asset.

Update Assigned To

Change the agent to whom the service request is assigned.

Update Category

Change the category of the service request.

Update Critical

Specify whether the service request is critical or not critical.

Update Primary Contact

Change the primary contact associated with the service request.

Update Problem Description

Change the problem description of the issue. You can insert SmartText by typing # to display a list of plain SmartText entries, and type-ahead to progressively search and filter this list.

Update Queue

Change the queue to which the service request is assigned.

Update Related Objects Change the relationships between two associated service requests and cases.

Update Severity

Change the severity of the service request.

Update Status

Change the status of the service request.

Update Title

Change the title of the service request.