Order a catalog item for a requester

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 ().
4. Select a catalog item, and select Order.
   
   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.