Convert Case to Work Order - add custom fields?

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Posted on by J Coad

Hello Everyone!

How can I customize which fields are brought into a Work Order when it is converted by a Case? We have custom fields that need to migrate, but I am not sure where or how to accomplish this.

Thanks!

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J Coad 72 on at

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RE: Convert Case to Work Order - add custom fields?

I figured this one out - it's a 1:N relationship in case
J Coad 72 on at

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RE: Convert Case to Work Order - add custom fields?

Maybe a better question would be "Where is the Process that converts a Case to a WO?" - I just want to add custom fields. Any help is very helpful. Thanks!