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On the Requests Grid, double-click or highlight any existing item and click the Edit SelectedImage Removed image-20241115-162503.pngImage Added  button above the Grid to edit.

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  1. From the Actions tab click the Add button. 

  2. The Add New Service Desk Action dialog opens.

  3. Select the Action you need from the dropdown.

    Service Desk Action field Dropdown exampleImage RemovedService Desk Action field Dropdown exampleImage Added
  4. Select the Service Catalog picker. 

    Service Catalog Picker exampleImage RemovedService Catalog Picker exampleImage Added
  5. Add any other relevant overrides.

  6. Click the Save New button. 

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To convert the Request to a Work Order, open the Service Work Request's data entry form and change the SD Type from Service Work Request to Work Order. The User is prompted to confirm this change. If accepted, the Service Desk item disappears from the Service Work Request Grid and appear on the Work Order Grid.

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