Interaction Type records hold all the configuration and metadata needed for the creation of a Service Request Intake form. Setting up an Interaction Type enables the creation of a unique service request form for each type by selecting the appropriate checkboxes and option values.

The creation of Interaction Types has been simplified through an Interaction Type Wizard. The wizard removes complexity while enforcing consistent design patterns, and enabling the quick setup of:

  • Entities, fields, forms, views, sitemap
  • Portal integration
  • ArcGIS integration
  • Routing
  • Duplicate detection


In this section

Creating Interaction Types

Sharepoint Configuration

Editing Interaction Types

Creating Tags

Understanding Interaction Type Settings