Creating and configuring an SRD
A service request definition (SRD) is a service request template that is available to clients through Self Service. SRDs provide the options required to facilitate the selection and execution of delivery for a service request. These options can include attributes such as categorization, effective start and end dates, or pricing information.
Note
Only system administrators can create, copy, and delete service request definitions. Staff members can view existing service request definitions.
The following topics are provided:
- Overview of creating and configuring an SRD
- Creating the SRD
- Configuring the Fulfillment tab to get more information about the request
- Enabling request definitions for accounts or profiles
- Configuring service request information to be shown to clients
- Use case - Adding a picklist response type
- Use case - Adding radio button options to the service request
- Use case - Defining conditions to display a field
- Use case - Defining conditions to invoke a template
- Use case - Validation rules considerations
- Use case - Adding a Header section to a service request
- Use case - Adding a Lookup field to a service request
- Visibility of an SRD in Self Service for portal and nonportal users
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Comments
how do you change the SRD Status field?
Hi Tr Bradley,
You can change the values in the Status field by going to the Request Definition object and editing the picklist values of the Status field.
Let me know if that is what you needed.
Regards,
Punam
Thank you! (should have thought of that, but a note in the doc would be of help too).