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How it works

How it works

The Customer Request Type Select Field works together with the Service Desk Issue Type and the configuration of the portal of the Service Desk.

(When you are not familiar with setting up a portal you can read How to configure the customer portal.)

You can create and edit the request types that customers will fill out on the customer portal in Settings > Request types:

 

These request types are related to an issue type. In this example for instance we can see these relationships:

Request nameIssue type
Sign up for a company cardPurchase
Submit a Purchase OrderPurchase
Access systems from outside the officeAccess
Get wi-fi accessAccess

 

The Customer Request Type Select field will work this way:

Issue typeOptions
Purchase
  • Sign up for a company card
  • Submit a Purchase Order
Access
  • Access systems from outside the office
  • Get wi-fi access