Setting Up Request Routing

Setting Up Request Routing

Caroline Eisner avatar
Written by Caroline Eisner
Updated over a week ago

NOTE: Only Administrators can set up Request Routing

(For Administrators only)

  1. Click Settings

  2. Click Features

  3. Click Work Orders

  4. Click Request Routing

  5. Select Teams to be assignable from Request form
    NOTE: Adding at least one team automatically adds Assign To field to Request form

  6. Click Add "Other" if request is not relevant to any Teams on list

    NOTE: These requests will show up in Request list as unassigned requests

  7. Click Make Field Mandatory on Request forms to make Request assignment mandatory

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