---
title: "ITSM"
slug: "itsm-v8"
updated: 2025-07-29T09:42:04Z
published: 2025-07-29T09:42:04Z
canonical: "help.symphonysummitai.com/itsm-v8"
---

> ## 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.

# ITSM

Organizations can improve the overall quality of IT services by streamlining IT processes and lowering costs by integrating an ITSM application with Service Automation.

This is a crucial step for the following reasons, as mentioned in below gif:

![SA configuration pages(1)](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SA%20configuration%20pages(1).gif)

> [!NOTE]
> Note
> 
> Currently, Service Automation integrates only with the SUMMIT ITSM/APEX Tool. Users may add multiple products in the future.

## Navigation

To view the main Service Automation application page, perform the following steps:

1. Navigate to **Admin > Advanced > Automation > Service Automation**.

OR

Navigate to **Service Automation > User > Service Automation**.
2. Click the left hamburger icon to access all the options from the **MENU**.

![Service Automation - Landing page with menu options](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1.Menu(5).png)

Figure: Service Automation - Landing page with menu options

## View ITSM

ITSM page provides information on the integrated ITSM tool, including the tool's URL and API details.

To view ITSM page, perform the following steps:

1. From the left MENU, select **Integrations > ITSM.**

![ITSM option](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2. ITSM option.png)

Figure: ITSM option
2. ITSM page is displayed with the integrated ITSM application details.

![ITSM page in Tile View](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3. Tile View.png)

Figure: ITSM page in Tile View

![ITSM page in List View](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4. List View(1).png)

Figure: ITSM page in List View

****SUMMIT****

![ITSM Configurations page - SUMMIT product](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5. ITSM Configurations page - SUMMIT product.png)

Figure: ITSM Configurations page - SUMMIT product

> [!NOTE]
> Note
> 
> Considering that only the SUMMIT ITSM tool is supported, this page contains all the information by default.
> 
> Base API URL can be updated based on the environment

****JIRA****

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YJF1H9IL.png)

Figure: ITSM Configurations page - JIRA product

The following image displays the segments on ITSM Configurations page:

![ITSM Configurations page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5. ITSM Configurations page - SUMMIT product(1).png)

Figure: ITSM Configurations page

**Field Description**

This table contains the list of fields and their descriptions available on the **ITSM Configurations** page:

| Field | Description |
| --- | --- |
| **PRODUCT** |
| Name | Displays the ITSM product name integrated with Service Automation. |
| Description | Specify the product description of ITSM product. |
| **API** |
| Base URL * | A base URL can be entered to define the Application Programming Interface (API) that will fetch the data for events, incidents, and service requests from the product/customer application. Specify the API URL of the selected ITSM product to get access to pull or push the data. A Validate button is available to check the API base URL specified on the screen which validates the URL and updates the status. ![API- Validate](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/7. API- Validate.png) Figure: API- Validate |
| **HEADERS** |
| Key | Enter the desired key if required for the API configuration. |
| Value | Specify the value of the entered key. ![Headers - Key and Value](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/8. Headers - Key and Value.png) Figure: Headers - Key and Value Multiple headers can be configured by using the "+" icon. |

#### Actions

Let’s understand each action icon present on the ITSM page in detail.

| Icon | Action |
| --- | --- |
| ![Edit Columns Button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/9. Edit Columns.png) | Edit Columns feature allows you to customize the columns displayed on the list page according to your preferences. With this option, you can: - Select Columns: Choose which columns you want to display. - Reorder Columns: Drag and drop columns to rearrange their display order. - Remove Columns: Click the Delete icon to remove columns you no longer wish to see. ![Edit Columns pop up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/10. Edit Columns pop up.png) Figure: Edit Columns pop-up > [!NOTE] > Note > > As there are no columns in **Tile View**, you cannot utilize the **Edit Columns** options in this view. > > ![Note - Column editing is disabled in tile view mode](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/11. Note - Column editing is disabled.png) |
