How to Create a Sub-Work Request

Work Requests is a job distribution module that enables assigned users to track and follow jobs that have been logged against a Project or Sales Order.  

This article explains how to create a Sub-Work Request.

To Create a Sub-Work Request, navigate to the Work Request page. Current Work Requests will be listed in the PROJECTS Dataset. Click on down arrow in the Action tab.

The address bar link is :/?requests&stored_as=Request

Select Create Subrequest.

Work Requests List - Fortix Base - Google Chrome

The Create Work Request page opens with the CREATE WORK REQUEST form. Other components on the page include Existing Sub Request, PROJECT DETAILS, EXISTING WORK AREAS, ASSIGNED USERS.

Complete the Work Request by selecting the value for the rest of the fields adding Users. The Work Area and Subject ID can be changed if needed.

Click SAVE.

The new Work Request will be displayed in the SUBREQUESTS list view component on the right-side. Click the More Menu in the Work Request component to add another subrequest.

Select Create Subrequest to add another subrequest.

The subrequest is listed as a Work Request and appears as a subrequest as well.


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