Configure default work order description

Add default request text and decide whether a work description is required.

The Default work order description section adds starting text to new requests.

Use it to guide customers toward the right information.

1

Open the portal

Open the portal you want to edit.

2

Open Default work order description

Select the section in the left menu.

3

Enter the default text

Add the text that should prefill new requests.

4

Decide whether it is required

Enable the required option if customers must provide a description.

5

Save the settings

Click Save.

Good uses

• ask for site details
• ask for fault symptoms
• ask for preferred timing or access notes

Frequently asked questions

Can customers change the default text?

Yes.

They can add to it or edit it.

What happens if the description is required?

The request cannot be submitted without it.

Does this affect existing work orders?

No.

It affects new portal requests only.

Related topics

• Customer Portal
• Create a work order in Customer Portal
• Configure new request settings