How to create a parent child relation relationship in a record

Community Alums
Not applicable

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

3 REPLIES 3

bradleydebono
Mega Guru

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

Dr Atul G- LNG
Tera Patron
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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.

 

https://youtu.be/E7TAs2ZAIZ0

 

LearnNGrowAtul_0-1707151829308.png

 

 

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AndersBGS
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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:
AndersBGS_0-1707203968271.png

2. On the parent incident go to the "child incidents" related list and press edit:

AndersBGS_1-1707204029218.png

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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