Adding linked requests

Core TSIs : Work Orders : Working with Work Orders : Adding linked requests

In a single step, this action enables you to:

• create a new request based on another request

• copy relevant data, as specified by you

• link the new request to the original request

For example in IT service management, if you want to create a request of the type 'change' and link it to an 'incident', this action will save you the trouble of manually adding a new request, entering the data and linking it to the incident.

This action is only available for the Requests order type.

Procedure

1. Go to Orders and select the request to which you want to add a linked request.

2. On the action panel, click Add linked requests. The Add linked requests dialog box opens.

3. In the Type field, select a request type from the list which is relevant to the new request you are adding. For example, 'problem', 'change' etc.

4. Select the check boxes to copy field content to the new request. The following field values can be copied:

◦ Description

◦ SLA service

◦ Comment

◦ Comments

◦ Requestor

◦ Department

◦ Communication logs

The selected (user-defined) request, as well as the fields to be copied, are saved as user settings and will remain valid until you modify them again.

5. Click OK.
A new linked request is created.

If you want to check whether a request is linked to another request, you can do so by clicking Link related records on the action panel. In the Link related records dialog box, any existing links are displayed in the In use section. Also, links can be added or removed here. The linked records are displayed in the Related records field. If you set Include archived records in Field Definer to Yes, archived records are also included in the list and denoted by a check mark. For more information on this setting, see Field Definer > General order settings.