This feature requires a Service Premium license or the Growth plan. To define screen layouts based on request types in the Screen Designer, Service Premium users also need the Development Tools license (included with the Core plan and higher).
Why use request types?
The main benefit of request types is efficient support. A specific request type targets a set of attributes needed for a specific process.Example
The finance team utilizes requests to manage incoming invoice claims, necessitating the visibility of the invoice number as a designated field. Conversely, the inbound sales team employs requests to address incoming leads. In instances where a request pertains to a lead, the invoice number holds no relevance and should remain entirely omitted from view.Where can I find the request types?
- In Settings and maintenance, select Requests in the navigator and then the Request types tab.
If this option is not visible, you have insufficient rights for this function. Contact your system administrator for more information.