Jump to content

Move existing request to new Process


Recommended Posts

I have an issue where there is a number of default Service Requests which was not assigned to any Business Process which i have now defined. For this reason i want to move/reassign some of these requests to this new business process.

Is there a way of moving an existing request to a new process i have defined. One way i found is by doing a create copy but in that case the Call Diary is not carried with that so an option could be that if you could merge two service requests also.

Link to comment
Share on other sites

Hi Ulrik,

Thanks for your post.

Once a request has been raised, a BPM workflow can't be assigned to it.  Unfortunately, merging can't be done either.  

You can use the Linked Request option to raise a new request.  This will carry over some of the information from the original request and create a link between the two so that the original timeline can be referenced.

image.png

I hope that helps.

 

James

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...