Order a catalog item for a requester from Agent Assist search results.

Before you begin

Role required: agent_workspace_user

Procedure

  1. Open a Workspace record in your instance.
  2. Open an incident record in list view.
  3. In the Agent Assist panel, select the Agent Assist icon (Agent Assist icon).
  4. Select a catalog item, and select Order.
    Catalog item
    The form for the catalog item opens in a new tab.
  5. Order the catalog item by completing and submitting the form.

Result

Ordering the catalog item creates a service catalog request.