Link a Work Activity

You can link a work activity to an existing work order, inspection, service request, or case.

TIP: See Link an Existing Work Activity for a quick start guide on this subject.

Link an existing work order, inspection, service request, or permit to an existing work activity.

  1. Open the Related Activity page. See Open the Related Activities Page for more information.
  1. Click Link activity.

  1. Select Related from the Link Type drop-down list.
  2. Search for the work activity using the Id in the Find field. As you enter information, a list of values that matches what you have entered are suggested.
  3. Select the work activity from the list of results.
  4. Click Link Activity.

The activity appears in the corresponding Related panel.

If a work activity is linked and follows a workflow, you can progress the workflow using the Take Action button.

A Required activity must have an associated workflow to the template being used. The work activity cannot be completed until the Requires work activity is completed.

  1. Open the Related Activity page. See Open the Related Activities Page for more information.
  2. Click Link activity.

  1. Select Requires from the Link Type drop-down list.
  2. Search for the work activity using the Id in the Find field. As you enter information, a list of values that matches what you have entered are suggested.
  3. Select the work activity from the list of results.
  4. Click Link Activity.

The activity appears in the corresponding Related panel.

If a work activity is linked and follows a workflow, you can progress the workflow using the Take Action button.

A Required By activity must have an associated workflow to the template being used. The work activity cannot be begun until the Required By work activity is completed.

  1. Open the Related Activity page. See Open the Related Activities Page for more information.
  2. Click Link activity.

  1. Select Required By from the Link Type drop-down list.
  2. Search for the work activity using the Id in the Find field. As you enter information, a list of values that matches what you have entered are suggested.
  3. Select the work activity from the list of results.
  4. Click Link Activity.

The activity appears in the corresponding Related panel.

If a work activity is linked and follows a workflow, you can progress the workflow using the Take Action button.