Create an onboarding request from the service catalog

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Create a new onboarding request from the Customer or Consumer Service Portals by navigating the service catalog.

    시작하기 전에

    Role required: sn_customerservice.customer, sn_customerservice.consumer, sn_customerservice.proxy_contact, admin

    프로시저

    1. Create a request by going to either the portal landing page or the portal menu header and then doing one of the following actions.
      옵션설명
      Request Something On the portal landing page, select the Request Something link.
      Requests In the portal menu header, navigate to Requests > Request Something.
    2. Browse the service catalog and select Support > New Guided Onboarding Request.
      You can also use the category filters to filter the available items or search the catalog.
    3. In the case intake draft page, fill in the information that is related to the request.
    4. Select Submit.

    결과

    The system processes the request, creates the request and any other related records, and displays the details in the Related Records widget on the case view page.