How do I create a work order from a case?

You can create a work order from a case using the More button in the Summary View of a record. Using the Do button, you can:

• Create a work order from scratch. 
• Create a work order by duplicating one of the recently created work orders.

Follow these steps to add a work order from the More button in cases:

1. Click the Main Menu.
2.  Click Help Desk.
3. Select Cases.
4. Open the required case.
5. Click the More icon on the top right corner of the screen.
6. Click on Work Orders.
7. Enter the necessary details.
8. Click Save.

This newly created work order will be linked to the case. It is visible in the Sales Ops widget in the Summary View of the record.
To know more about Work Orders, click here.