Note: This feature is available for the Startup user subscription plan or higher.
Step 1: Go to Inquiries.
Step 2: Select a Inquiry profile and have its status changed to Successful Work Order. You may also use another custom status that triggers a new Work Order creation.
If the inquiry and work order contain system fields with the same name (for example, “Asset” or “Comment”), data from these fields in the inquiry is automatically transferred to the corresponding fields in the work order.
Step 3: Complete details and click Create or Create and open.
Eventually, the Work Order profile and Inquiry profile become interconnected, giving you short-cut access to quickly shift between the counterparts.
