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Creating a Change Request from a Case

If Enable Case to Change Request Workflow is enabled, you can automatically create a Change Request directly from your Case:

  1. Open Lists > Support > Cases.
  2. View a Case.
  3. Click Create Change Request.

The Change Request is created, populating the fields specified in the Case to Change Request Field Mapping set up. The Change Request status is set to Not Started.

If the Create Change Request button is not visible on the Case, the Enable Case to Change Request Workflow is not enabled. Contact your system administrator.