Create a Communication

You can use the Create Communication action in the Incidents (SP) application to send communications about a record to a requestor or other user.  

When you create a communication, you can use a communication template to fill in default data. You also can create a free-form communication. If you use a template, the system might fill in data such as the identifier, subject, and solution data from the originating record. For more information about communication templates, refer to the Communication Templates Help.

Note: Your implementation of the system may have the Create Communication action available in additional applications.

To create a communication:

  1. Display the record for which you want to create a communication.

  2. From the Select Action menu, select Create > Communication. The system displays the Create Communication dialog box.

  3. Select one of the following choices:

  4. To create a communication using a template, in the Template field click Detail Menu and select an option to retrieve a value. You can edit the fields which the system populates from the template.

  5. To create a free-form Communication, leave the Template field blank.

  1. In the To field, enter an e-mail address or click Detail Menu and select an option to retrieve a value.

  2. If necessary, enter a subject in the Subject field.

  3. Enter your message in the Message field.

  4. If you want to attach a document to the communication, click Attachments and select an option to retrieve an attachment.

  5. Click Send to send the communication to the recipients.

    Note:
    the communication you sent is visible in the communication log for this record.

See Also

View the Communication Log