How to Create a Deployment

Overview

A deployment pushes an existing service request form to a defined audience for a limited time. Unlike organic portal submissions, you get recipient-level completion tracking and scheduled reminders, ideal for compliance and onboarding bursts.

Create a deployment

1. 1

   Open Create Deployment

   In ITSM, go to Deployments and click Create. You'll pick which catalog service to roll out.

2. 2

   Select the service

   Choose the published service, e.g. VPN Access Request or External Monitor Request.

3. 3

   Define the audience

   All employees, specific teams, workplaces, or folder-based filters. Target Engineering only if that's the compliance scope.

4. 4

   Set the schedule

   Start and end dates, plus optional reminder cadence before the deadline.

5. 5

   Configure notifications

   Email and in-app alerts for launch day and reminders. Sophie sees a portal banner when she logs in.

6. 6

   Review and publish

   Confirm recipient count and dates, then publish. Recipients can complete the form from portal notifications.

Example campaign

After launch

Track progress on the deployment detail page, completion percentage, not-started list, and linked tickets. Export recipient status for audit evidence. Open Service Requests to fulfill tickets created from submissions; filter by deployment to separate campaign volume from day-to-day Sophie requests.

Expect a dashboard spike while the campaign is active. Correlate with ITSM Dashboard filters and run Sentiment Analysis on textarea answers if the form collects feedback.