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7.6. Converting A History Item To A Request

Overview

Convert a history item into a separate request when the content of a history note or item needs to become its own request. Converting creates a new request and links it to the original history item so context is preserved.

When to convert a history item

• When a history note contains a new, distinct issue that should be tracked separately
• When you need a separate request for follow-up work or escalation
• When the history item should be visible as an independent request in the system

Steps to convert a history item to a request

1. Open the request that contains the history item you want to convert.
2. Find the specific history item.
3. Click the three-dot menu on the history item.
4. Select "Convert to Request" from the menu.
5. A new request will be created and automatically linked to the original history item.

What happens after conversion

• A new request is created from the history item content.
• The new request is linked to the original request in the history so relationships are clear.

Knowledge Tags

request history  /