Create a work order for a customer service case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.