Create an onboarding request from the service catalog

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

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

    Procedure

    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.
      OptionDescription
      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.

    Result

    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.