Create an onboarding request from the service catalog
Create a new onboarding request from the Customer or Consumer Service Portals by navigating the service catalog.
Before you begin
Role required: sn_customerservice.customer, sn_customerservice.consumer, sn_customerservice.proxy_contact, admin
Procedure
- Create a request by going to either the portal landing page or the portal menu header and then doing one of the following actions.
| Request Something | On the portal landing page, select the Request Something link. |
| Requests | In the portal menu header, navigate to Requests > Request Something. |
Browse the service catalog and select Support > New Guided Onboarding Request.
You can also use the category filters to filter the available items or search the catalog.
In the case intake draft page, fill in the information that is related to the request.
Select Submit.
Result
The system processes the request, creates the request and any other related records, and displays the details in the Related Records widget on the case view page.
Related topics
Creating an onboarding case with Playbooks for Portals
Creating a guided onboarding case from CSM Configurable Workspace