Permission Requirements for Customer Users Creating Service Requests?
A customer using Work Order/Work Task in Cloud (version 24.2.3) is experiencing an issue when creating a service request.
After filling out the required information, they are unable to proceed to the next step or finish the process using the “Next” or “Finish” buttons—both buttons (located at the bottom) just continue to load without progressing.
I suspect this might be related to missing user permissions. Could anyone advise what specific permission(s) might be required for this customer user?
Upper part of the screen
Bottom part of the screen
Thank you
Raghav
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Hi @RaghavPasricha
I have tried the steps to create a service request in our internal core environments and the functionality works perfectly fine.
1. Apart from the usual steps when creating a service request, are you proceeding any specific business work flows when creating service request?
2. And you may clear the browser cache and try again or try to proceed the steps in Incognito window, let us know the outcome.
Hope this helps,
Best Regards, Roshan
Hi @RaghavPasricha
Have you added the security group?
Check this.
Hi @kasunhp
Could you please share exactly where I need to check for security group? Secondly, it should be Service Request Initiation since they have Work Order based solution?
Meanwhile, I could find the following permissions for the user.
Permission Set providing Create Service RequestService Request Creation Assistant
Thank you
Raghav
Hi @Roshan Madusanka
Thank you for your suggestions!
Currently, they have standard setup on the concerned test environment for customer and my user could also create the service request successfully.
I have suggested to the customer to clear the browser cache or proceed to test using incognito window. Awaiting if that might work for the user.
Best regards,
Raghav
Hi @RaghavPasricha
Go to Security Grants By Permission Set and grant the security group to the relevant permission set.
If it is IFSFull, the user may already have this. let me know.
Hi @kasunhp
Thank you for sharing the snippet.
Yes, the user has a permission set that is a copy of IFS_FULL.
