Add the Service Request Subtab to Deal Registration Pages

The Service Request subtab appears on the Partner pages if the Service offering is enabled for the implementation; however, sales administrators can also add the Service Request subtab to Deal Registration pages.

Sales administrators can use these steps to add the Service Request subtab to Deal Registration pages.

  1. Sign in with your Sales Administrator credentials.

  2. Create your own Deal Registration dynamic choice list field on the Service Request object. Add Deal Registration as related object.

  3. Add your new Deal Registration dynamic choice list field to the Edit Service Request page.

  4. Add your own Service Request subtab to the Deal Registration (Create subtab, related object).

  5. Add relevant Service Request fields, such as Reference Number, Title, Status, Priority, Account, Primary Contact, and Created (include drill-down on the Reference Number).

  6. Click the Show Create check box.

    Users can now see and click the Create button to create a new service request.