Create Service Request
Use the Create Service Request action to create a service request in ServiceMax.
Complete the following steps to use the Create Service Request action in your workflow:
1. Drag the
Create Service Request action under
Servicemax to the canvas, place the pointer on the action, and then click
or double-click the action. The Create Service Request window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click
MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the
Runtime Connector field, provide a valid ServiceMax connector name. For more information about
MAP CONNECTOR, see
Using Map Connector.
6. Select or specify the Account ID and Contact ID.
7. In the
Preferred Start Time field, click
to set the preferred start time in the ISO format.
8. Provide the Appointment Duration time.
9. In the
Actual Initial Response field, click
to specify the actual time when the initial response will be provided in ISO format.
10. In the ERP External ID field, provide the unique record identifier from the external ERP system
11. Select the Type, Priority, Status, and Service Request Source.
12. Click Show additional fields.
13. Provide the
Alert Name,
Alert Thing Name,
Alert Priority,
Alert Service Session ID,
Alert Message,
Alert Source Property and
Alert Type of the service request, and in the
Alert Time field, click
to select the alert time in ISO format.
14. Provide the Product ID and Serial Number for the service request.
15. In the
Closed On field, click
to select the request closing time in ISO format, and in the
Closed by list, select the user that closed the service request.
16. In the Contributing Factors field, provide any additional contributing factors of the service request.
17. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form |
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Under the Additional Parameters section, click Add, and do the following: a. In the Parameter Name field, provide the API name of the parameter that you want to add. The field name should be similar to the field name specified in the API Documentation. b. In the Value field, provide the value for the specified field. Click Add to add multiple parameter name-value pairs. Click to delete any parameter name-value pair that you added. |
OR
If you chose Assign JSON |
---|
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format. |
18. Click Done.
Output schema