Knowledge Management › Use the HTML Editor › Insert a Link to Create a Change Order

Insert a Link to Create a Change Order

In the HTML Editor, you can add a link to a form from the Create a Change Order Link dialog to create a new ticket by selecting Insert, New Ticket Link.

To insert a link to create a change order

1. Complete the following fields:

   Link Text

   Defines the text of the change order link. When you click the link at runtime, the Create New Change Order page appears.

   When the user clicks on this link, create:

   Specifies whether to create a blank change order or use a specific template to create it. Select one of the following options:

   • An empty change order. Specifies to create a blank change order.
   • Change order using the Template. Specifies to create a change order based on values set in the specified template. Click Template to open the Change Order Template Search window so you can locate and select the appropriate template.

2. Click Save.

   The Create a Change Order Link dialog closes and the HTML Editor shows a hyperlink to the new Create a Change Order form.