How it Works
Create an auto generated work request(maintenance, technology or custom) from a check box custom field on a schedule request. After a schedule request is submitted and has been fully approved a work request will be created if the check box has been filled out. If there is not an approval then the request the auto-generated request will be created after the schedule request is submitted.
The auto generated request will feature the following:
- The module and request type are set up in the custom field's setting(more on this in the setup section)
- The name of the request will be “Auto generated request from (Schedule Request ID) - (Name of Schedule request)”
- The building and location of the request will be the same as the schedule request
- The due date will be the date of the schedule request
- The work request and schedule request will be associated together with a link to the schedule requests and a link to the work request on the schedule request
*The auto generated request can be edited to make changes or add in more information.
How to Set it up
Follow the below steps to set up auto generated requests
- Go to the Admin Settings and then the Custom Fields Tab and select "Add custom Field":
- Create a custom field with the type "Checkbox" and in the for dropdown select "Schedule Request Details"
- Check the box for “Create automated request”
- Then select the module and request type
- Save