Difference between revisions of "Link Action Item"
Jump to navigation
Jump to search
Line 16: | Line 16: | ||
[[File:Link_Action_Item.png|right|400px]] | [[File:Link_Action_Item.png|right|400px]] | ||
+ | Use the Search bar to find related requests and link them to the request. | ||
+ | |||
+ | * Filters - Use the supplied filters to narrow the returned results, options include Status, Type, Customer, Owner, Service | ||
+ | * Link - From the Returned Results, use the '''Link''' button next to each request, to link it to the request | ||
+ | :* Relationships - If Service Manager Relationship Links have been configured, choose from one of the available Link types, to create not only a link, but a defined relationship between the requests. If Relationship Links have not been configured, no drop down will appear, and requests will use the generic '''Link''' option. | ||
==Raising Linked Requests== | ==Raising Linked Requests== | ||
[[Category:Service Manager]] | [[Category:Service Manager]] |
Revision as of 20:11, 15 June 2017
Home > Service Manager > Link Action Item
IntroductionThe Link Action within a request enables two main functions. Firstly, the searching for and linking of requests, and secondly the raising of new linked requests. |
Related Articles |
Linking Requests
Use the Search bar to find related requests and link them to the request.
- Filters - Use the supplied filters to narrow the returned results, options include Status, Type, Customer, Owner, Service
- Link - From the Returned Results, use the Link button next to each request, to link it to the request
- Relationships - If Service Manager Relationship Links have been configured, choose from one of the available Link types, to create not only a link, but a defined relationship between the requests. If Relationship Links have not been configured, no drop down will appear, and requests will use the generic Link option.