Recategorize Requests

This article will show you how to change the Request Category for the requests selected from the List View. This is done in the list view or the individual request page. From the list view, you can select one request or more to be recategorized at the same time.

Important Notes

• When a request is integrated and recategorized, the behavior is different than if it is a non-integrated request. It is important to understand the parameters and behavior around integrations and recategorization. For more information, check out this article on requesting recategorization with an integration.

• If the new category has a different assignee, then the recategorization will also trigger a reassignment.

Instructions

1. Sign in to your site

2. Navigate to the Requests tab

3. Check the request(s) you wish to modify

4. Click Recategorize at the top

5. Select the new request type from the dropdown

6. Choose to send a Public or Internal Notification

7. Click Update