18 Service Request Form Builder

Service Request Form Builder transaction allows the system administrator to define service requests by defining its attributes and by building the form (Request page that should be available to business user) which are then available for Retail users for creating a new Service Request.

This screen is divided in three sections – Request Parameters, Build your Form and Preview

Request Parameters section lets the System/Bank Administrator to create a service requests by defining attributes like, SR Name, description, Product, Category name, SR type, severity, and status etc.

Second tab which is the Form Builder page lets the System/Bank administrator define the request form and the fields that needs to be available on the Service Request screen to retail user. Field attributes like field name, field type, allowed characters and error message with respect to that field can also be defined for each field.

Preview Section lets the administrator preview the Service Request form created in the same way as it will be shown to the retail user while raising the Service Request.

Pre-Requisites
  • Transaction access is provided to System/Bank Administrator.

Features Supported In Application

Navigation Path:

From System/ Bank Administrator Dashboard, under Templates widget, click Service Request - Form Builder.

OR

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Templates, Under Templates , click Service Request - Form Builder.