Order a catalog item for a requester

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Order a catalog item for a requester from Agent Assist search results.

    Before you begin

    Role required: agent_workspace_user

    Procedure

    1. Open a Workspace record in your instance.
    2. Open an incident record in list view.
    3. In the Agent Assist panel, select the Agent Assist icon (Agent Assist icon).
    4. Select a catalog item, and select Order.
      Catalog item
      The form for the catalog item opens in a new tab.
    5. Order the catalog item by completing and submitting the form.

    Result

    Ordering the catalog item creates a service catalog request.