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Integration with Change Management › Integrating Field Service Management with other applications › Configure › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a work order from a change request in the CSM Configurable Workspace

Create a work order directly from the change request using the CSM Configurable Workspace.

Before you begin

Roles required: itil, wm_admin, and sn_change_write

About this task

A change request can accommodate only one work order at a time. You can create another work order for a change request only if an existing work order is canceled.

Procedure

  1. Log in to the CSM Configurable Workspace.

  2. Click the List icon (

Image omitted: list-icon-black.png
List icon.\).

  1. In the Lists panel, navigate to Change > All

  2. Open the change request for which you want to create a work order.

  3. Click Create Work Order.

Result

A work order is created successfully.