What are the Service Request Details Summary page options?
When you start creating an SR, the Create Service Request page displays three buttons: Save and Continue, Save and Close, and Cancel.
After you enter a title and save the SR, or open an SR for editing, the page also displays the Actions menu, and a Refresh icon. Click the Refresh icon to refresh the Service Request Details Summary page with the latest updates.
The following table lists and describes the available actions in the Actions menu.
|
What would you like to do? |
How to do it |
|---|---|
|
Enter simple and consistent resolution information about the SR |
Select Resolve. |
|
Assign the SR to yourself |
Select Assign to Me. |
|
Make a copy of an existing SR. Note: You can configure the Copy SR action to include the custom fields on the
SR object. This enables all non-empty custom fields to be automatically
populated in the destination SR.
|
Select Copy. |
|
Delete an SR |
Select Delete. This option is available only to administrators. A deleted service request can't be retrieved, and the delete action can't be undone. |
|
Forward an SR to another user of the application |
Select Forward. |
|
Assign a queue to the SR |
Select Run Queue Assignment. |
- Refresh: Reverts your unsaved changes and keeps you on the Edit Service Request Summary page. Any saved changes that are made by either another user or by a program, will be retained.
- Cancel: Persists your unsaved changes and keeps you on the Edit Service Request Summary page.