Add Information

To edit individual fields related to the selected service request record, use the actions in the Action Bar on the Service Request Overview page.

Place your cursor in the Action Bar and select one of the most frequently used actions (common suggestions). Or, start typing an action or search word, and the Action Bar displays suggestions that you can select from a list. To make suggestions, the Action Bar looks for key verbs and names of objects and fields.

In the Action Bar, enter add to view a list of related items you can add. Here's a list of the related items you can add to a service request:

Action

Description

Add Action

Add individual action plan actions to the service request.

Add Action Plan

Add action plans to the service request.

Add Attachment

Add attachments to the service request.

Add Contact

Add one or more contacts to the service request.

Add Partner Contact Add one or more partner contacts to the service request.

Add Team Member

Add team members who can view and work on the service request.