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In the top row of forms, select an appropriate Icon, provide a Request name, select the appropriate Issue type, provide a Description, and select Create request type.
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Searching for TSD will show the three JSD projects:
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PSU form conventions:
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Select Edit fields on the new form.
Select + Add a field.
Select the required field(s) and select Apply.
Info - All forms must include Summary, Notes, and Attachment fields. Summary always goes at the top and Notes and Attachment at the bottom, in that order.
- With the exceptions above, fields can be rearranged in any order for display to users in the customer portal, however, JSD agents will see fields in the order configured in Custom fields when viewing requests in JSD.
- If the required field does not exist, add new fields as necessary.
- Changes to Display name will show to end users in the customer portal. JSD agents will see the actual field name as configured in Custom fields–this is what displays by default when new fields are added to a form.
- Field help is optional and can be added where additional information would be helpful to the requestor completing the form.
Add the field Service desk team and select Hide in the Actions column.
Select the appropriate service desk team where this new form should route.
Send screenshot of form to requestor for approval. Once approved, publish the form by moving it to the appropriate GROUP.
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