Article · Case Management
How to convert a Request into a Case
Published · Updated 2026-07-14 · Ops Enablement
Summary
Step-by-step conversion of a Request record into a Case, including category mapping and SLA implications.
Body
Open the Request, click Convert to Case. Choose the correct category and sub-category. The SLA clock starts at case creation, not at request submission — record the original request timestamp in the case timeline.