Overview of creating and configuring an SRD
Creating an SRD is a multiphase process. After you create the SRD, additional configuration tasks are required before the SRD is ready for use. The end-to-end process involves the following actions:
- Creating the SRD
- Configuring entitlement of SRDs
- Configuring service request information to be shown to clients
- Adding fields to take information from clients
- Adding templates to fulfill a request and mapping template fields to input values
The following use cases help you with specific configurations:
- 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 - Adding a Header section to a service request
- Points to consider when adding validation rules
- Points to consider when adding input field of type Text Area (Rich)
Where to go from here
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