how to transfer legal request from one department to other department

Tahir Ahmed · ‎07-07-2023

I have a requirement where I have to transfer a legal request from one department (practice area) to another department (practice area).

I am able to transfer request from one department to another but request turns in a Matter, that's not my objective. when a request is transferred, I want it to go to another department as a request not matter.

can anyone help me out?

Ravi Chandra_K · ‎07-13-2023

is your Instance in Utah version @Tahir Ahmed

the approach you are asking is only possible in Utah version.

Please hit the thumb and Mark as correct based on Impact!!

Kind Regards,

Ravi Chandra

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Gaurav Diwanji · ‎07-13-2023

Please see screenshots from Out-of-the-box behavior (as a legal fulfiller persona or an admin persona).

If you are not seeing the same behavior in your instance, please proceed to create a support case to debug the behavior.

View solution in original post

Gaurav Diwanji · ‎07-13-2023

Transferring of Legal Requests is now possible in the latest version of the application. The documentation is detailed here: https://docs.servicenow.com/bundle/utah-employee-service-management/page/product/legal-request-manag...

Tahir Ahmed · ‎07-13-2023

I have read that documentation, I don't see any transfer request button in the request as told in the documentation. I don't know what is causing it.

Gaurav Diwanji · ‎07-13-2023

Could you please ensure you are on the May 2023 release of the LSD application? This feature was introduced in May.

You may also want to ensure that you have a role that has write-access to said Legal Requests.

Tahir Ahmed · ‎07-13-2023

yes I have the latest version of LSD installed