Creating a service request template

You can use the Raise Service Request action to create service requests in Bartec Collective on form submission.

To do this, you'll first need to create a Raise Service Request template:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Raise Service Request under the Bartec Collective section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template, and click Next.

  6. Choose the service request type to raise, and click Next.

  7. Set the initial status for the service request, and click Next.

  8. Complete the mappings as shown in the final step. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  9. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

Service request references

When the Raise Service Request action runs successfully, Bartec Collective returns a reference for the service request, which XFP stores as the result of the action.

It may sometimes be useful to display this reference, for example on the form complete page, or in an email alert. To help with this, XFP provides a variable called Bartec Collective - Service Request Reference. You can find this in:

  • the standard tab of the variable picker,
  • the mapping selector when creating templates for other actions.

results matching ""

    No results matching ""