Create service specific UI actions

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Create a UI action or modify an existing one to enable your service to create department tickets under a universal request.

    Before you begin

    Role required: admin

    Administrators and users with the ui_action_admin role can define UI actions.

    About this task

    For example, consider a scenario when a Tier 1 agent of a service department receives a universal request, and is not able to resolve it. The agent escalates the request to another department or to an agent within the same department. In this case, the Tier 1 agent uses the Create case or similarly labeled action to create a new case within the service (department). This case can then be routed to the appropriate assignment group for resolution.

    To perform this action, you must create a UI action for your service.

    Procedure

    1. Navigate to All > System Definition > UI Actions.
      A list of all UI actions specific to Universal Request table appears.
    2. Click New or open an existing record.
      Note:
      For a new UI action, ensure that you always select the Universal Request table.
    3. On the form, fill in the fields to define the UI action.
      For more information, see Create a UI action.