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Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Link request action

The Link Action within a request enables two main functions. Firstly, the searching for and linking of existing requests, and secondly the raising of new linked requests.

Request Link Action

Linking requests

Use the search bar to find related requests and link them to the request.

  • Filters
    Use the supplied filters to narrow the returned results. Options include Status, Type, Customer, Owner, Service.
  • Link
    From the Returned Results, use the Link button next to each request, to link it to the request.
    • Relationships
      If Service Manager Relationship Links have been configured, choose from one of the available Link types, to create not only a link but a defined relationship between the requests. If Relationship Links have not been configured, no drop-down will appear, and requests will use the generic Link option.

Raising linked requests

As well as linking the request to other existing requests, you can use the Raise New Linked Request option to create a new request, which will automatically be linked to the request.

  • The request types available will depend on your rights to raise the different request types.
  • Choosing the Request Type for the linked request will initiate the Intelligent Capture for that request type.
    • The summary and description from the original request will be populated into the Request Details Intelligent Capture form fields if selected in the capture flow.

Linked requests

As soon as the request is either linked to other existing requests or a new request is created from the request, a new collapsible section will appear on the request view.

  • All linked requests will be added to this section.
  • Options to unlink or edit the relationship link (If Relationship Links have been configured and used) will be presented.
  • The request that is linked will also have a request section created when a link to it is added.

Linked Requests Section

Tip

After a linked request has been added, an additional option on the Update Action becomes available where you can provide an update to all the linked requests.

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