How to create a parent child relation relationship in a record
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‎02-05-2024 08:38 AM
Suppose, there is a incident record, in the related list of incident I have created a new record I want to link the newly created record in the related list as child of incident. How it is possible.
Thanks in Advance!!
Utsav
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‎02-05-2024 08:47 AM
Hi Utsav,
This should be done automatically out of the box (OOTB)! First click "New" in the related list and submit a new Incident when the form appears.
Once you've submitted that new child incident, it will automatically have the original incident set as it's parent incident. I've attached some screenshots to illustrate.
Watch Out: I've seen some people get confused with incidents because "Parent" shows up as empty... Please note in this use case, we're looking for the "Parent Incident" field, not the "Parent" field.
If this was helpful, please mark it as such. If it solved your query, please mark it as the solution!
Kind regards,
Brad
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‎02-05-2024 08:50 AM
Hi @Community Alums
This is something OOTB is available. Once you create a child incident, SN build the relationship.
For this go to incident table and see the parent field.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
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Dr. Atul G. - Learn N Grow Together
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‎02-05-2024 11:21 PM
Hi @Utsav JAISWAL ,
If you have an incident that you would like to link as a child incident, then you have two options
1. On the child incident go to "related records" and type in the "parent incident" field:
2. On the parent incident go to the "child incidents" related list and press edit:
Now you can add the child incident(s) through the slush bucket.
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
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