Note

 

This documentation supports the 20.16.01 version of Remedyforce.

To view the latest documentation, click

Editing, copying, or deleting request definitions

You can edit a service request definition (SRD) and make copies of the SRD for different service offerings of a service. Making copies would help you maintain consistency in the Fulfillment templates that you create for similar service offerings. 

After reviewing an SRD, if you find that the SRD is no longer required because you are not providing the service offering of the SRD, you can delete the SRD.

Note

Only system administrators and members of the Change Manager profile can create, copy, and delete SRDs. Staff members can view existing SRDs.

To edit, copy, or delete a service request definition

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Configure Application tile, and from the menu select Request Definitions.
    Alternatively, you can also navigate to Remedyforce Workspaces > Service Request Management > Request Definition.
  3. In the Request Definitions list view, select the SRD that you want to edit, copy, or delete.
  4. Perform one of the following actions:

    Goal

    Action

    Copy

    Click .
    The Automatically Submit for Approval (when matching criteria is met) check box is cleared when you copy an SRD. You must select this check box if you want to submit the SRD for approval when matching criteria is met.

    Delete

    Click . In the confirmation dialog box, click Yes.

    Edit

    Click the request definition, and make the required changes. Click Save.

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