Customize how change requests appear in an agent inbox

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Customize how change requests appear in an agent inbox so that agents receive enough information to decide whether to accept or reject the work item.

    始める前に

    Role required: awa_admin or admin

    手順

    1. Navigate to the service channel settings through one of the following navigation paths:
      • All > Advanced Work Assignment > Home.

        In the Essential settings section, select Set up service channels.

      • All > Advanced Work Assignment > Service Channels.
    2. Select the Change Request service channel record.
    3. On the Change Request service channel form, go to the Inbox Layouts related list and open Default Change Request layout.
    4. On the form, fill in the fields.
      • Field 1: Number
      • Field 2: Short description
      • Field 3: Type
    5. Click Update.

    タスクの結果

    When you create a change request, the item is routed through the Change Request service channel and assigned to the agent in the Change Management assignment group who is available to receive the change request. When the assignee checks their agent inbox, the change request appears with the option for the agent to either reject or accept the work item.
    図 : 1. Change request in an agent inbox
    Change work item in agent inbox