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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Universal Request form

Use the Universal Request form to create a universal request task record.

FieldDescription
NumberUnique number generated for the universal request.
OpenedDate and time when the universal request was created.
Opened byAgent who created the universal request.
Opened forUser who requested for this universal request.
Primary taskTask number, for example, an incident or HR case number that is associated with the universal request.
RestrictedIndicates that the request consists of sensitive data, and its use is limited on a need-to-know basis.
Contact typeMedium from which the universal request was created.
PriorityPoints how quickly the service desk should address the request.
StateState of the universal request. By default, the state is New.
ImpactImpact value indicates a measure of the effect of an incident, problem, or change on business processes.
Assignment groupGroup assigned to the universal request.
Assigned toUser assigned to the universal request.
Needs resolution reviewWhen checked, and when the department agent closes the primary ticket, the Universal Request does not get closed. Universal Request state remains in In Progress, and the state reason changes to Confirm Response. This notifies the tier 1 agent (Routing agent) to either Accept or Reject the resolution provided in the primary ticket before closing the Universal Request for the requester.
Short descriptionBrief description of the request.
DescriptionDetailed description of the request.
Related Search Results section
Displays a list of knowledge articles, catalog items, pinned articles, or similar Universal Requests based on the Short description entered.
Notes section
Watch listUsers to receive notifications when work notes are added.
Work notes listUsers to receive notifications when work notes are added.Note: The administrator must create an email notification for the work notes list.
Additional comments \(Customer visible\)More information about the change.
Work notesInformation about how to resolve the universal request or steps taken to resolve it, if applicable. This note is for internal use. The work notes information is not visible to your customer.
Closure Information section
ClosedDate and time when the universal request was closed.
Closed byAgent that closed the request.
Close notesHow or why the universal request was closed.

Parent Topic:Universal Request reference