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Version: 1.10.1

Create Records Related to Service Requests

Create a request task

If solving a service request requires the participation of different departments, an agent can create a request task for each of them. Dividing requests into tasks has several benefits, such as the ability to assign different request tasks to different employees and to get tasks done simultaneously, or one after another. Service requests and request tasks are in the parent-child relationship.

To create a request task, follow the steps below:

  1. Navigate to Service Request Management → All Service Requests.
  2. Open the service request you want to create a request task for.
  3. In the Related Lists area, select the Request Tasks tab and click New.
  4. Fill in the fields.
  5. Click Save or Save and exit to apply the changes.

You can create as many requests tasks as you need.

Request Task form fields

FieldMandatoryDescription
NumberYThis field is populated automatically and has the RQTSKXXXXXXX format.
RequestYSpecify the request that you need to divide into request tasks.
SubjectYAdd a brief description of the request task.
DescriptionNAdd a detailed description of the request task.
StateYSpecify the state of the request task. Available options:
  • Waiting for request authorization
  • Registered
  • In progress
  • Completed
  • Canceled
  • Closed
The Waiting for request authorization state is displayed when the related service request is in the Authorization state. Once the service request is authorized, the task state changes to Registered. The Closed state appears only when the request task is in the Completed state.
Assignment groupYSpecify a responsible group to work on the request task.
When a request task is assigned to a responsible group, the Assigned user field becomes non-mandatory for the states Registered or Assigned.
There is a dependency between the Assigned user and Assignment group fields. Refer to the Auto Assignment article to learn more.
Assigned userYSpecify a responsible user to work on the request task.
When a request task is assigned to a responsible user, the Assigned group field becomes non-mandatory for the states Registered or Assigned.
To reassign a user or a group, use the Reassign button at the top right corner of the window, or set a new assigned user, or a group by clicking the magnifier icon next to the Assigned user field. As a result, the request state changes to Assigned.
There is a dependency between the Assigned user and Assignment group fields. Refer to the Auto Assignment article to learn more.

Access to the form fields


The read or update access to certain fields of a record can vary depending on the current user's roles.

  • The users with the ITSM_agent or request_manager roles, other than the creator of the service request task or the assigned user, can:
    • View the record.
    • Submit Work notes in all states of the service request task other than Closed.
    • Edit the State, Assignment group, and Assigned user field values in all states of the service request task. The Work notes field becomes mandatory in this case.
    • Edit the Followers list field value.
  • The caller can:
    • View the record, except for the Work notes field.

Request task state model

Timepoint indications

An indication is a time counter automatically generated when the indicator start conditions are met. It shows all primary timings, time points, and the current state of the SLA for a particular record (an incident, a request, and other), which allows you to track the level of the service quality target indicators. On the Timepoint Indication tab in the Related Lists area for a service request, you can check the service request indication. For more information, see Indication Management or Service Level Management.

Create relationships

You can create relationships between service requests and other types of tasks. To do so, complete the following steps:

  1. Navigate to Service Request Management → All Requests and open the service request you want to work on.
  2. Open the Related Records tab.
  3. Click the magnifier icon next to the respective field.
  4. In the window that appears, choose the necessary option.
  5. Click Save or Save and exit to apply the changes.

Relationship types

TypeDescription
Request templateTemplate that this request is based on.
Level of dependencySpecify the level of dependency: Parent or Child.
Child requestSelect a child request that your request is the parent of.
Parent requestSelect a parent request that your request is the child for.
Solved by changesRequest can be solved by the changes specified.
Related user querySelect a user query related to the request.
Related incidentSelect an incident related to the request.
Related request modelContains a reference to the request model based on which the request is created. The field is read-only.