Option to Convert Request to a Specific Work Order (Parent WO Linking)

Option to Convert Request to a Specific Work Order (Parent WO Linking)

Hello FSM Team/Mr. Abid,

We would like to inquire if it is possible to convert a Request into a specific existing Work Order (as a child or linked Work Order) instead of always creating a new one.

Context:

  • An inspection/emergency Work Order is completed for an asset
  • During inspection/emergency, an issue is identified
  • A quotation is created and sent to the client via CRM
  • Once approved, CRM automatically generates a Request
  • This Request is related to the same asset and inspection activity

Current Limitation:

  • The only available option is “Convert to Work Order”, which creates a new Work Order
  • There is no option to link or convert the Request to an existing Work Order (e.g., the original inspection WO as parent)

Requirement:

  • Ability to convert a Request into a specific existing Work Order
  • Or link the Request as a child / related Work Order under a parent WO
  • Maintain traceability between:
    • Inspection WO
    • Follow-up corrective WO (from approved quotation)

Impact:
Without this functionality:

  • Work Orders are disconnected
  • Difficult to track the full lifecycle (Inspection → Issue → Quotation → Execution)
  • Manual tracking is required outside the system

Request:

  • Please confirm if it is possible to:
    • Convert a Request into a specific existing Work Order, or
    • Link the Request/WO under a parent Work Order
  • If not available, kindly advise if there are any workarounds (e.g., linking fields, workflows, or custom functions)

This functionality is important for maintaining proper workflow tracking and asset history.

Thank you for your support.



Regards,