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Create a request from an incident

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Create a request from an incident

When you work on an incident and determine that the user needs one or more catalog items, such as an application or a new laptop, you can create a request from the incident. It helps you in tracking the requests associated with an incident and vice versa.

Before you begin

The Best Practice - Incident Resolution Workflow plugin (com.snc.bestpractice.incident) should be active for creating a request from an incident. To associate a parent incident with the request created for a record producer, the catalog_admin should add the following script in the script block of the record incident. To associate a parent incident with the request created for a record producer, the administrator should add the following script in the script block of the record producer:
var incRPUtil = new LinkRecordProducerToIncident();
incRPUtil.linkRecordProducerToParentIncident(RP.getParameterValue('sysparm_req_parent'), current);
Note: If you set the Use the sc_layout driven cart macros (default true) (glide.sc.use_cart_layouts) property to false and create a request from an incident, the request is not associated with the incident.
Role required: itil

Procedure

  1. Navigate to Incident > All.
  2. Select the required open incident.
  3. Click the additional actions menu icon Icon for additional actions and select Create Request.
    The Catalogs home page is displayed with all active catalogs that you can access.
    Note: If there is only one active catalog, then that catalog page is displayed with available categories.
  4. Select the required catalog and navigate through its categories and items.
  5. Checkout the required catalog item, order guide, or record producer. For information on checkout models, see Service Catalog checkout models .
    For a catalog item or order guide, a request is created and displayed under the Requests tab of the incident. For a record producer, the corresponding task is created and displayed under the Problems tab of the incident.
    Note:
    • The associated incident is specified in the annotation message throughout the request process.
    • Both for the one-step and two-step checkout, the caller of the incident is automatically set as the Requested For user for the request. If the two-step checkout is enabled, the fulfiller can change the Requested For.
    • You cannot add items to the wish list, or save a record producer in this flow.
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