Work Request Automation

Created by Binita Goswami, Modified on Fri, 9 Aug at 4:47 PM by Binita Goswami

Here is a reference video:




Step by step instructions to create a automation workflow rule

  • Select the Workflow Automation option from the left menu.

  • Click on the New Workflow button.

  • Add text as Work automation title.

  • From the If drop down select “Request is created”

  • Add extra criteria from the And section.

  • Select value for Then as “Create work order”

  • Click on  Active checkbox


  • Click on Save button

As a result of creating a work request it will create a work order automatically.

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