Configuring Request Type


    Request Type is the type of request sent by the requester such as service request or request for any information. ServiceDesk Plus - MSP gives you the provision of configuring your request type other than the default options. This is essential while creating a new request under the request module.

    1. Login to ServiceDesk Plus - MSP application using the username and password of the admin user.

    2. Click the Admin tab in the header pane.

    3. In the Helpdesk block, click the HelpDesk Customizer iconhelpdesk-customizer. This displays the list of request form attributes that can be customized on the left menu.

    Add Request Type

    To add a new request type,

    1. Click the Add Request Type link on the right hand side corner of the Request Type list page. This opens the Add Request Type form.

    2. Specify the name of the request type such as, Incident, Request for Information in the Name text field. This is mandatory field.

    3. Enter a brief description about the type of requests which fall under the category in the Description text field.

    4. Click Save, to save and return to the list view page. Click Save and Add New to save and create another request type.

    Edit Request Type

    1. From the Request Type list page, click the edit iconediticon beside the request type which you want to edit. This opens the Update- Incident page.

    2. Modify the changes in Name and Description text field.

    3. Click Save to save the changes. You can also Save and add a new request type by clicking Save and Add New.

    Delete Request Type

    1. From the Request Type list page enable the check box adjacent to the request type which you want to delete.

    2. Click Delete button. A confirmation message for the delete operation pops up. Click Ok to proceed. The request type gets deleted from the list.



    Copyright © 2017, ZOHO Corp. All Rights Reserved.