Create REQ from a Work Order Task and Relate Records
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-28-2024 12:05 PM - edited 08-28-2024 12:24 PM
What is the best way to create a REQ from a Work order/Work order task?
I was able to create a UI Action that I can create a REQ form but I'm having issues associating the records.
The UI action to create a REQ from an INC makes the incident the Parent record but when I do it from the WOT or WO the parent record is left empty.
Here is the script I am using in the UI action.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-28-2024 12:57 PM
I'd be curious what your use case is for creating a REQ from a Work Order Task. In terms of hierarchy, a REQ is higher up the chain than a Work Order Task (could even debate whether it's higher than a Work Order).
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-29-2024 05:39 AM
Hi @icahall1
Thanks for your response! Many of our field techs get onsite and being the "IT" in the field they get bombarded with other issues and requests when they get onsite and generally will open up INCs or REQs for the things they cant fix or fulfill. It would just give us better tracking for things that were unreported to our Service Desk and other teams and our onsite techs get earfuls for issues they cant assist with. This would give us the reporting to see Issues and Requests created ONLY because of a FSM tech being on site and hopefully improve training for our end users.