--- title: "New Service Request" slug: "new-service-request-1" updated: 2026-01-04T09:17:30Z published: 2026-01-04T09:17:30Z canonical: "help.symphonysummitai.com/new-service-request-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # New Service Request You can log Service Requests (SRs) related to your various needs, such as laptop requests, RAM upgrade request, keyboard request, software installation request, or information about leave policy, and so on using a configured Service Category as per your requirement. You can speak to [Digital Agent](/aiw/docs/digitalagent) who can help with your queries and raise SRs for you. Notes: - You can ask [**Digital Agent**](/aiw/docs/digitalagent) who can help you with your queries and also raise SRs for you. - You can log SR from application Dashboard and Request module. - You can log multiple SRs at a time with Service Catalog Packages. - You can log multiple SRs by uploading the MS Excel. - You can log SR from Cart. - You can log an SR without Service Catalog if you are using Express edition License. - You can log an SR by sending an Email and without logging in to SUMMITAI. ### To log Service Requests from Dashboard and Request module, perform the following steps: 1. On the **USER DASHBOARD** page (**Dashboard** menu), click **NEW REQUEST** under **SERVICE** **REQUEST** section. Alternatively, select **Request** > **User** > **New Service Request**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-eteaaz6n.jpg) Figure: MY DASHBOARD page Note: If you are an Analyst, you can log SRs for yourself. Select **Request** > **User** > **New Service Request**. The **LOG NEW SERVICE REQUEST** page is displayed. 1. The **NEW SERVICE REQUEST** page is displayed. Select the Tenant for which you want to log the SR. Select the Category, Sub-Category, and the Catalog/Package for the new SR under the **DETAILS** section. Alternatively, in the **Search** field, type in the Catalog/Package name or keyword and click the **Search** icon. A list of matching Service Catalogs/Package is displayed. Select the Service Catalog/Package for which you want to log the SR. You can view **Requested For** option under Details section only if the **Enable Caller Selection** check box is selected at Tenant level configuration. If **Support Logging On Behalf of Other Users** check box is selected on **Approve Service Catalog** page, it allows you to log an SR on behalf of other users also who are not having access to the catalog. For Example: If the requested user Sam does not have access to Catalog1, but the logged in user Fredrick has access to the catalog Catalog1 then Fredrick can log an SR for Sam for Catalog1. 2. You can view the Categories, Sub-Categories and the Catalogs/Package in the Tree view and the Carousel view. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-fq84oh0o.jpg) to view the Categories, Sub-Categories and the Catalogs/Packages in the Tree view. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-3l2oucv4.jpg) to view the Categories, Sub-Categories and the Catalogs/Packages in the Carousel view. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-bh79k9wa.jpg) to view the Categories, Sub-Categories and the Catalogs/Packages in the Tile view. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-o98bkryg.jpg) Figure: LOG SERVICE REQUEST: Selecting Category (Carousel view) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-osilayxo.jpg) Figure: LOG SERVICE REQUEST: Selecting Category (Tree view) 3. The **LOG SERVICE REQUEST** page is displayed with the selected information. Based on the **Service Catalog/Package** and Service you select, the related fields are displayed. Type in the required details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-vpinkzua.jpg) Figure: NEW SERVICE REQUEST-Approvals tab Note: - 1. If Package is selected, the **Package Information** page is displayed. On the **Package Information** page, you can view the **Package Name**, **Description**, and **Catalogs**. Using the **Type in Search**, you can search and select Groups or specific Catalogs. Based on the **Group**/**Catalog** you select, the related fields are displayed. 2. The users can view the list of Knowledge Records relevant to the selected Service Catalog/Package and Service in the **Recommended Solution(s) Found** pop-up page. Click the Knowledge Record to view the details. 1. Click **SUBMIT**. A confirmation message is displayed with the newly created Service Request ID and **USER DASHBOARD**, **MY SERVICE REQUESTS** and **NEW SERVICE REQUEST** buttons. Based on the selection of a particular button, the end user is re-directed to the respective page, see screen shot. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-pb7n1f9j.jpg) Figure: Confirmation Message 2. Click **ADD TO CAR**T to add the SR to the **CART**. #### Field Description The following table describes the fields on the **LOG SERVICE REQUEST** page: | **Field** | **Description** | | --- | --- | | **DETAILS** | | Tenant | Displays the selected Tenant. | | Category | Displays the name of the Service Category to which the selected Service Catalog belongs. | | Catalog Name | Displays the name of the selected Service Catalog. | | Catalog Type | Displays the Catalog type. | | Catalog Description | Displays the description of the selected Catalog. | | Cc Recipient | Select the Cc recipient(s) from the list. The configured Cc recipient(s) are notified after the Service Request is logged or updated. The **Cc Recipient** field is displayed only when the **Enable** **Cc Recipient** check box is enabled for the selected Service Catalog under the **ADDITIONAL INFORMATION** tab of the Service Catalog **FORM BUILDER** page. Upon clicking the CC Recipient **Search** icon, an **ADDRESS BOOK** pop-up page is displayed where you can search users and save them under the **Global Address Book** section and click **SELECT** to display users for the **CC Recipient** field or , alternatively, move user details from the **Global Address Book** to **User Address Book** using **Add to Address Book** icon under the **Actions** column of the **Global Address Book** section. To select users for the **CC Recipient** field, select the user under the **User Address Book**, and click **SUBMIT**. Note: In the CC Recipient field, the user details are separated using semicolon when multiple users are selected. | | Request Tab | Type in the required information in the fields displayed in this tab and click **NEXT**. You are navigated to the **Approval** tab. | | Approval Tab | On the **Approval** tab, you can view the Approval levels and the Approver details. **Note:** You can also set the Approver name if the **Approval Type** is User Selectable or the Approver name is not configured for the selected Approval Type. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-acp6othz.png)Restrict User from self-selection as Approver In the Approver selection the system doesn’t allow the selection of self as an approver when the approver is not mapped to the user or is in inactive state. To ensure the above self-selection doesn’t happen, Admin must perform the following steps: 1. Navigate to **Admin** > **Basic** > **Infrastructure** > **Tenant** > Select the Tenant > **ACTIONS** > **CONFIGURE DETAILS** > Select modules as **SERVICE REQUEST**. 2. Navigate to the section **For Approver** > **Allow Self Selection as Approver**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-m2e03cz3.jpg) Figure: New option Allow Self Selection as Approver is introduced \| **Field** \| **Description** \| \| --- \| --- \| \| Allow Self Selection as Approver \| This is a non-mandatory check box which is by default selected. If unselected the End Users cannot select themselves as Approver. The selection is applicable to following Approval types: For an unmapped End User and if the End User is mapped to RM but the RM has left the organization or inactive, the following table is applicable. \\| **Approval Type** \\| **Not Mapped?** \\| **Inactive** \\| **Action** \\| \\| --- \\| --- \\| --- \\| --- \\| \\| Reporting Manager \\| Yes \\| Yes \\| User can select themselves \\| \\| Head of Customer (HOD) \\| Yes \\| Yes \\| User can select themselves \\| \\| Custom Dynamic Table \\| Yes \\| Yes \\| User can select themselves \\| \\| Technician Selectable \\| Yes \\| Yes \\| User can select themselves \\| \| \| **Approval Type** \| **Not Mapped?** \| **Inactive** \| **Action** \| \| Reporting Manager \| Yes \| Yes \| User can select themselves \| \| Head of Customer (HOD) \| Yes \| Yes \| User can select themselves \| \| Custom Dynamic Table \| Yes \| Yes \| User can select themselves \| \| Technician Selectable \| Yes \| Yes \| User can select themselves \| A validation message is displayed to the End User when they try to add their own name as approver for Service Request (When Allow Self Selection as Approver is unselected at Tenant level by Admin). 1.Navigate to **Request** > **User** > **New Service Request**> Select **Tenant** > Select the **Category, Sub-Category**, and the **Catalog/Package** for the new SR under the **DETAILS** section. 2.The **LOG SERVICE REQUEST** page is displayed with the selected information. Based on the Service Catalog/Package and Service you select, the related fields are displayed. Type in the required details. **Example**: Amy (End user) is raising a Service Request for a New Laptop where RM approval is required. Amy is a new employee and not mapped to RM. In Tenant level configuration - **Allow Self Selection as Approver** is unselected. Hence, while raising a Service Request, Amy cannot select herself as Approver and there is a validation message displayed for the same. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-8wrwhyc6.jpg) Figure: Validation message is displayed for End User Approval selection Note If an End User tries to raise an SR by sending an email and the Approver does not exist or is inactive, then the SR is not created. Following are the use cases for different Approval types and the validation message must be displayed in all the following cases: \| Case 1: Reporting Manager (RM) \| A service catalog New laptop is configured with L1 approval as RM. Eega, a new employee has no RM mapped to her. While Eega is creating a SR for New laptop the system displays RM does not exist (or inactive).Eega will not be able to select herself as approver(If Tenant level SR configuration is disabled). As approval is mandatory step an option to enter another Approver is provided. \| \| --- \| --- \| \| Case 2: HOD (Head of Customer, Head of Location, Head of Cost Centre) \| A service catalog is configured with L1 approval as Head of Customer. Eega, is mapped to ABB customer while ABB Customer has no Head of Customer mapped. While creating the SR system displays that Head of Customer does not exist (or is inactive) for ABB Customer and approval being a mandatory step, option enter another approver is given. Eega will not be able to select herself as approver (If Tenant level SR configuration is disabled). \| \| Case 3: Custom Dynamic Table \| The following Custom Dynamic table is created: \\| **Port** \\| **Approver** \\| \\| --- \\| --- \\| \\| Port A \\| App 1 \\| \\| Port B \\| App 2 \\| \\| Port C \\| \\| The catalog has been configured with L1 approval as the above custom dynamic table. Eega as a part of raising the SR selects Port C as the option while in Dynamic Table Port C has no Approver mapped. While creating the SR system displays that Port C approver does not exist or is **inactive** and approval being a mandatory step, option to enter in another approver is given. Eega will not be able to select herself as Approver (If Tenant level SR configuration is disabled). \| \| **Port** \| **Approver** \| \| Port A \| App 1 \| \| Port B \| App 2 \| \| Port C \| \| \| Case 4: Technician Selectable \| The SR catalog has been configured with L1 approval as Technician Selectable. Eega is creating the SR for the same catalog. When that SR gets assigned to Norton (the technician), he should not be allowed to select Eega as the approver of the SR. (If Tenant level configuration is disabled) \| | | **Field** | **Description** | | Allow Self Selection as Approver | This is a non-mandatory check box which is by default selected. If unselected the End Users cannot select themselves as Approver. The selection is applicable to following Approval types: For an unmapped End User and if the End User is mapped to RM but the RM has left the organization or inactive, the following table is applicable. \| **Approval Type** \| **Not Mapped?** \| **Inactive** \| **Action** \| \| --- \| --- \| --- \| --- \| \| Reporting Manager \| Yes \| Yes \| User can select themselves \| \| Head of Customer (HOD) \| Yes \| Yes \| User can select themselves \| \| Custom Dynamic Table \| Yes \| Yes \| User can select themselves \| \| Technician Selectable \| Yes \| Yes \| User can select themselves \| | | **Approval Type** | **Not Mapped?** | **Inactive** | **Action** | | Reporting Manager | Yes | Yes | User can select themselves | | Head of Customer (HOD) | Yes | Yes | User can select themselves | | Custom Dynamic Table | Yes | Yes | User can select themselves | | Technician Selectable | Yes | Yes | User can select themselves | | Case 1: Reporting Manager (RM) | A service catalog New laptop is configured with L1 approval as RM. Eega, a new employee has no RM mapped to her. While Eega is creating a SR for New laptop the system displays RM does not exist (or inactive).Eega will not be able to select herself as approver(If Tenant level SR configuration is disabled). As approval is mandatory step an option to enter another Approver is provided. | | Case 2: HOD (Head of Customer, Head of Location, Head of Cost Centre) | A service catalog is configured with L1 approval as Head of Customer. Eega, is mapped to ABB customer while ABB Customer has no Head of Customer mapped. While creating the SR system displays that Head of Customer does not exist (or is inactive) for ABB Customer and approval being a mandatory step, option enter another approver is given. Eega will not be able to select herself as approver (If Tenant level SR configuration is disabled). | | Case 3: Custom Dynamic Table | The following Custom Dynamic table is created: \| **Port** \| **Approver** \| \| --- \| --- \| \| Port A \| App 1 \| \| Port B \| App 2 \| \| Port C \| \| The catalog has been configured with L1 approval as the above custom dynamic table. Eega as a part of raising the SR selects Port C as the option while in Dynamic Table Port C has no Approver mapped. While creating the SR system displays that Port C approver does not exist or is **inactive** and approval being a mandatory step, option to enter in another approver is given. Eega will not be able to select herself as Approver (If Tenant level SR configuration is disabled). | | **Port** | **Approver** | | Port A | App 1 | | Port B | App 2 | | Port C | | | Case 4: Technician Selectable | The SR catalog has been configured with L1 approval as Technician Selectable. Eega is creating the SR for the same catalog. When that SR gets assigned to Norton (the technician), he should not be allowed to select Eega as the approver of the SR. (If Tenant level configuration is disabled) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-o5uk9njb.png)Log multiple Service Requests at a time with Service Catalog Package User can create multiple Service Requests at a time with the Service Catalogs Package. Administrator or User who have access needs to create the Catalogs package first on the **Configuring Service Catalog Packages** page. The configured packages are displayed under the selected category while logging the service Request. **Example:** While on boarding new employees, HR needs to create multiple SRs (for laptop and software). The HR head or Administrator can create a Package with those catalogs. The HR can log multiple SRs at a time with this package. The procedure of logging multiple SRs at a time is same as described above. The only difference is in place of Service catalog Users need to select the configured Package. **Example:** If the Package contains three Catalogs, End User needs to fill three catalog information. The mapped fields information are copied from first Catalog to the next catalog. **To create multiple SRs with Package:** 1. On the **NEW SERVICE REQUEST** page, select the configured **Package** under the selected Category. 2. The Package Information is displayed, including the Package Name and serial number. Click **NEXT**. Based on the Package, the Catalog related fields are displayed. Type in the required details. 3. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-whzffxdl.jpg) to view the Approver details. If the Approver is User Selectable, the Analyst needs to select the Approver. 4. Click **NEXT**. the next Catalog appears as per the serial number displayed on the Package Information page. 5. End User needs to fill in all the Catalogs Information. After Final submission, all the SRs are created. Note: - - End User needs to fill in all the Catalogs information in the list. After final submission all the SRs are created. - Save as Draft option is not available. If the page is closed or interrupted while filling the information, the changes are lost. - While Creating SR from Package, **CREATE SR FROM EXCEL UPLOAD** and **DOWNLOAD CATALOG TEMPLATE** features are not available in the **ACTIONS** panel, and **ADD TO CART** feature is also not available. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-mmd2zj0h.png)Log SR from Cart **To log Service Request from CART:** 1. Click **Request > My Cart Items**. All the SRs added to the Cart are displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-wh21yimd.jpg) Figure: MY CART ITEMS LIST 2. Select the required Cart items and click **CHECKOUT CART** to create SRs for the respective Cart items. Alternately, click on the Cart Item id and click **SUBMIT**. Note: You can also view all the cart items by clicking the **CART** icon in the Quick Action bar. See **Describing the User Interface** in SummitAI Platform. #### ACTIONS This section explains all the icons displayed on the **ACTIONS** panel of the **NEW SERVICE REQUEST** page. ##### **SUPPORT DOCUMENTS** Click **SUPPORT DOCUMENTS** to view the documents related to the selected Service Request. See screen shot. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-iaz49hcc.jpg) Figure: SUPPORT DOCUMENT popup page **SLA INFORMATION** Click to view the SLA information related to the SR Category. **DOWNLOAD CATALOG TEMPLATE** This action allows to download the excel template to create Service Requests in bulk. Fill in the proper information in the excel sheet to upload and create Service Requests from it. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-5wu7q379.png)Log SR from MS EXCEL You can create Service Requests (SR) in bulk from Excel. You can create 25 Service Requests from MS Excel at a time by default. To enable SR Creation from Excel, select the **Enable Bulk SR Creation** check box on the **FORM BUILDER** page from Catalog. To know more about the **FORM BUILDER** page from Catalog, see Creating Service Catalogs. As per the Service Catalog, you cannot import few field values of the Service Requests while creating the SRs from Excel. For more information about the limitations, see ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-gdecgjor.png)Limitations of Service Request Creation from Excel Upload All the supported fields are available in the Excel template. Field names (according to the Form Builder) that are listed under the unsupported files, cannot be added in the Excel upload. Supported and unsupported field names as per Form Builder in the Excel upload are listed below. Some field values of the Service Request cannot be configured as per the Catalog, while creating the SR from Excel upload. ##### Supported and unsupported field names for the Excel upload **Supported fields:** User Group, Auto Populate Field (The user needs to provide the respective values for these fields. Then only the data is displayed on application), Text Box, Text Area, Check Box, Dropdown, Date, Number, E-mail, Price, Website, UserSearch, Radio Button, SR On Behalf of Others, and Condition Flow. **Unsupported fields:** Multi-valued Group , Administrator Field, File Upload, Formula, Label, and MV Dropdown, JavaScript Rules, Service Validity, and Catalog Location, Delegation, and Approver Not Mapped, Approver Group, Is Calculated Field (Number Field), Approval with User Group, and where approver selection is checked. **Fields Validation after Excel Upload:** Below table describes the field values which are validated by the application after the Excel upload. #### To create Service Requests in bulk from Excel upload: 1. Click **CREATE SR FROM EXCEL** on the **ACTIONS** Panel. The **IMPORT SERVICE REQUEST** page is displayed. 2. Click Upload button on the **Upload Catalog Excel** field. Select the data filled Excel template from the system and click **SUBMIT**. 3. The uploaded Excel appears in the **Source** list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-c6019gov.jpg) Figure: Excel upload: IMPORT SERVICE REQUEST page 4. Click the **Select** hyperlink associated with the Excel template to map the data specified in the Excel with the Catalog. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-lyx1klyn.jpg) Figure: Excel Upload: Excel list 5. Select the Source (Excel) column names from the drop-down to map with the destination (as per the Catalog configuration). If the Data Type in Source column (Excel) do not match with the Destination (as pet Catalog) data type, you cannot create Service Request from the Excel Upload. See screen shot. If the source values are mapped with the proper Destination, you can proceed without mapping it again. If you have changed the column headers in the excel, ensure proper mapping before you proceed to the next step. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-goorww84.jpg) Figure: Wrongly Mapped Data Type 6. In the above screen shot the fields are wrongly mapped. Example: Employee Name is text fields but mapped with the Date which is numeric field. 7. If the fields are wrongly mapped, click **Mapping** tab and map the fields again. Note: - - If the entered data in the Excel is same as the catalog information, application maps the data automatically. - If the catalog information (Example: Heading name **Text*** is changed to **Name**) is modified, user needs to map the source columns to the destination (according to the catalog). **Column Headings according to the Catalog** Figure: Column Headings as per the Catalog **Changed column Headings according to the Requirement** Figure: Column Headings as per the requirement 1. Click **Next** to Preview the Service Request information. To discard any service request from the list, select the associated check box. 2. If all the information are correct, click **CREATE SERVICE REQUEST**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-waqp1h4k.jpg) Figure: Excel Upload: Upload Service Request 3. All the Services Requests are created excluding the discarded one. Click **DOWNLOAD DISCARDED SR(S)** on the **ACTIONS** Panel to download all the discard Service Requests in an Excel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-9gdxj201.png)Troubleshooting This section describes the common issues related to creating multiple SRs using MS Excel and how to fix them. ##### Issues with deleting records from MS Excel **Symptom** While deleting extra information from the Excel Sheet, if the columns are not deleted completely and uploaded to create SRs, application tracks those rows as blank. **Resolution** To delete extra information from the Excel Sheet, select the row number and delete those rows completely as displayed in the screen shot. Figure: Selecting rows completely ##### Issues with creating SRs for the Service Catalog without Attributes **Symptom** If a Service Catalog does not contain any Attribute, you cannot download or upload the Catalog Excel Template to create SRs on the **NEW SERVICE REQUEST** page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-5hs2jj33.jpg) Figure: Service Catalog without Attribute **Resolution** Service Catalog should contain at least one attribute to create SRs from Excel Upload. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-ki2d0278.jpg) Figure: Service Catalog with Attributes ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-yefo57lt.png)Log SR using a Service Catalog Configured with Dynamic Approvals ##### Prerequisites 1. **Configure Custom Tables in Web Services:** For information about how to configure Custom tables in Web Services, see **Creating Custom Tables in Web Services** on **Configuring Web Services** in SummitAI Platform. 2. **Import Custom Data into Custom Tables:** For information about how to import custom data into Custom tables in Web Services, see **Importing Custom Data into Custom Tables** on **Configuring Web Services** in SummitAI Platform. 3. **Create Service Catalogs with Autofill Control to Use Custom Data of Custom Table:** For information about how to Create Service Catalogs with Autofill Control to Use Custom Data of Custom Table, see **Creating Service Catalogs with Autofill Controls** in Service Management. ##### To log Service Request using a catalog configured with Dynamic Approvals: 1. On the **USER DASHBOARD** page (**Dashboard** menu), click **NEW REQUEST** under **SERVICE** **REQUEST** section. Alternatively, select **Request** > **User** > **New Service Request**. 2. The **NEW SERVICE REQUEST** page is displayed. 3. Select the **Tenant** for which you want to log the SR. Select the Category, and the Catalog/Package for the new SR under the **DETAILS** section. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-xarqad49.jpg) Figure: New Service Request page 4. Based on the Service Catalog/Package you select, the related fields are displayed. Type in the required details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-1azocpep.jpg) Figure: New Service Request: Request tab 5. Click **Next**. 6. On the **Approval** tab, you can view the Approval levels and the Approver details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-htap7fc0.jpg) Figure: New Service Request: Approvals tab 7. Click Approver link to view the approver details. 8. Click **SUBMIT**. A confirmation message is displayed with the newly created Service Request ID and **USER DASHBOARD**, **MY SERVICE REQUESTS** and **NEW SERVICE REQUEST** buttons. Based on the selection of a particular button, the end user is re-directed to the respective page. Note: - - If the Custom Table Approver or Dynamic Approver is not available for a selected combination, the **Set Approver** link is displayed to select an Approver under the **Approvals** tab of the **NEW SERVICE REQUEST** page. - Click Set Approver link to view the Set Approver pop-up. - Search and Select the users using Type in search box. ##### ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-v8ke2cwd.jpg) Figure: New Service Request: Set Approver ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-8rn5oovv.jpg) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/newservicerequest.doc-image-ur3ivt4k.png)Logging Service Request via Email to SR Parser ###