Merging Multiple Requests from Workspace

Currently, you must be on the request page to initiate a request merge, while this will continue to be available, with the next release we’re adding the ability to merge multiple requests from the request grid (Workspace page).

Why add merging from the Workspace? Feedback from customers showed a clear need to more quickly group like-requests. Adding merging to the Workspace does this by saving staff a few clicks. 

See it in Action. It’s easy and only takes a few clicks. After selecting the desired requests, using the Quick Action drop-down at the bottom of any request grid in the Workspace (Inbox, My Queue, and any filter) select to merge and the receiving request.

Merging from Request Grid

Merging from Request Grid

Upon submission the page will reload with the merge complete.

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