Create a work order for a customer service case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a work order for a customer service case as part of the case resolution process.

    Vorbereitungen

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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.