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Setting Up Request Routing
Setting Up Request Routing

Setting Up Request Routing

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Written by Jamal Rahal
Updated over a year ago

NOTE: Only Administrators can set up Request Routing

Web:
​(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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