Create a work order for a customer service case

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Create a work order for a customer service case as part of the case resolution process.

    시작하기 전에

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    이 태스크 정보

    After a work order is created, it appears in the Work Orders related list on the Case form. The case number is also referenced on the work order.

    프로시저

    1. Open the desired case.
    2. From the Work Orders related list, click New.
    3. Fill in the fields on the Work Order form.
      For more information, see Create a work order.
    4. Click Update.