Configure service to use Universal Request

Configure the Universal Request application with any service to manage requests across multiple services under one unified request. Using Universal Request integrated with your service helps deliver a seamless employee experience in your organization.

• Configure mappings
  Configure the target table and field mappings to create a department level ticket and to set the fields according to the field mappings.
• Create a service set
  Create your service set (department) name in the Universal Request (UR) application to use the UR capabilities for a specific service set in your organization. Service sets are the various departments in your organization.
• Create your service-specific assignment groups
  Set up your service-specific groups and assign the necessary roles and users. The users in the group inherit the roles of the group, so you do not have to assign roles to each user separately.
• Assign assignment group to service sets
  After creating your service-specific assignment groups, assign them to the service sets. Assigning assignment groups to the various departmental service sets facilitates in automatically routing universal requests to the right agents (assignment group) within a specific department (service set).
• Create your service for Universal Request
  Register your service name for your service specific table and associate it with a service set (department) to use the Universal Request capabilities for a specific service in your organization.
• Assign assignment group to your service
  After creating the services for your service set (department), assign the assignment groups to the services in the service sets to enable agents to transfer tickets to the appropriate routing group.
• Create service specific UI actions
  Create a UI action or modify an existing one to enable your service to create department tickets under a universal request.
• Register application administration enabled scoped application
  If your application is an application admin enabled scoped application, register the application with Universal Request (UR) to make your application’s service and service set data available for the Universal Request application to work.
• Remove UR administrator role from system administrator
  After system configuration, remove the Universal Request (UR) administrator [sn_uni_req.ur_admin] role from IT System Administrator role (admin) to help prevent IT System Administrators from viewing sensitive information via forms, lists and UI.
• Create a business rule for your service
  Create a business rule on the service table to attach the newly created department ticket with a universal request.
• Create a business rule to automatically create universal request
  Create a before insert business rule on the service table to automatically create a universal request when a ticket is raised from any of the available channels.
• Create extension points for departments
  Create a scripted extension point to create your department specific primary ticket during cross-department ticket transfers. Using extension point enables you to create a primary ticket type as per the extension point definition.
• Create an extension point for post-processing of transfers
  Create a scripted extension point to perform additional actions after the cross-department transfer of a primary ticket in the Universal Request application. You can change the sample extension point to copy any additional information from the previous primary ticket's child entities.
• Unified ticket experience setting
  Set up your service to provide your employees with a unified and consistent ticket experience. This setup automatically creates a universal request when requests are raised from an interaction record, email, or record producer.
• Universal Request state mapping
  All workflows consist of states, transitions, and reasons. Map your service-specific states to the Universal Request states to provide a better user experience during request state transition.

Parent Topic:Setting up and configuring Universal Request