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

  1. Go to the Admin Settings and then the Custom Fields Tab and select "Add custom Field":
  2. Create a custom field with the type "Checkbox" and in the for dropdown select "Schedule Request Details"
  3. Check the box for “Create automated request”
  4. Then select the module and request type
  5. Save

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