18.4 Service Request Form Builder - Edit

The System Administrator can edit the available Service Requests definitions only if there are no service requests raised by the business user for that SR definition.

To modify the service request definition:

1. Navigate to one of the above paths.
   The Service Request Definition screen appears.
2. Enter the search criteria and click Search.
   The Service Request Definition - Edit screen with search results appears based on the searched criteria.

   OR

   In the Recently Added Service Request section click the Service Request that you want to modify.

3. Click the Request Name of the record for which you want to edit the details.
   The Service Request Form Builder - View screen appears.
4. Click Edit to edit the service request.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 18-8 Service Request Form Builder – Edit

   
   

   
   Description of "Figure 18-8 Service Request Form Builder – Edit"

   
   

   Table 18-5 Field Description

   Field Name	Description
   Request Name	The name of the service request that is to be searched.
   Request Name	The name of the service request that is to be created.
   Request Description	The description of the service request.
   Product Name	The name of the product for which service request is applicable. Service request definition will get listed in the business user's login, under the product name selected in this field. Click the Add New link to add a product that is not in the drop-down list.
   Request Category Name	Service request definition will get listed in the business user's login, under the category name selected in this field. Click the Add New link to add a category that is not in the drop-down list.
   Request Type	The type of service request. The options are: Complaint Feedback Query Request Lead Fraud
   Applicable Status	The statuses that should be applicable for the service request. Default status for any request that raised by user will in 'Initiated' status.
   Severity	The severity of the service request.
   Activation Status	The option to activate or de-activate the service request. The statuses are: Active Inactive

5. Edit the required details and click Next.
   The Service Request Form Builder - Build Your Form screen appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 18-9 Service Request Form Builder - Build Your Form

   
   

   
   Description of "Figure 18-9 Service Request Form Builder - Build Your Form"

   
   

   Table 18-6 Field Description

   Field Name	Description
   Header
   H1 Page Header	Page header for the request form.
   H2 Section Header	The section header of the request form.
   H3 Sub Header	The section sub header of the request form.
   Form Fields
   Text Box
   Type Label Name	The label name of the field. This fields is mandatory If the user selects Text box.
   Type Hint Text	The hint text to explain the field.
   Field Length - Min Value-Max Value	The field length of the text box for the text to be entered.
   Allowed Characters	Characters that should be allowed in the text box as input. The options are: Alphabets Numbers Alphanumeric Alphanumeric with space Alphanumeric with special
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Radio Button
   Type Label Name	The label name of the field.
   Type Value 1	The first option of the radio button field.
   Type Value 2	The second option of the radio button field.
   Add More Values	The button to add more options to the radio button.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Check Box - Multiple Choice
   Type Value	The label name of the multiple-choice field.
   Type Value 1	The first option of the multiple-choice field.
   Type Value 2	The second option of the multiple-choice field.
   Add More Values	The button to add more options to the multiple-choice check box.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Drop List
   Type Value	The label name of the drop-down list field.
   Combo Box for Drop - down values	The combo box to enter the options of the drop-down list.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   File Upload
   Type Label Name	The label name of the field, where the user want to upload the file.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Multi Select
   Type Value	The label name of the multi select field.
   Combo Box for Drop - down values	The combo box to enter the options of the multi select field.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Predefined Elements	The fields that are already defined and are commonly used, can be added directly in the business user form. The predefined elements can be Account Number, Gender, Salutation, Date, Country And States etc.
   Page Elements	The page elements consists of text that needs to be displayed to the business user, like confirmation message that is to be displayed to the user after completion of the transaction.
   Information Header	The header name and the information notes that is to be displayed on information panel section of the Service request page of the business user.

6. Edit the required details.
   OR

   You can add more fields if required from Form Fields section.

7. Click Next.
   The Service Request Form Builder - Preview screen appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

8. Click Save to save the details.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

9. The Review screen appears.
   Verify the details, and click Confirm.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

10. The success message appears along with the reference number and status.
    Click OK to complete the transaction.