Synchronization of Parent and Child incident fields (Especially related records)

GaominZ · ‎03-27-2025

When I create a child ticket, will the items of parent ticket be passed down?
Especially the items in "Related Records" tab

1 Problem
2 Change Request

3 Caused by chang

I've try it but it didnt work. Is there any way to Synchronize these items when I creat child ticket?
Please kindly answer with officail document, many thanks!

Shivalika · ‎03-27-2025

Hello @GaominZ

No, there is no such OOB for syncing, you can create a before insert BR rule on child tasks table.

And in the Actions tabs - you can directly set values from parent to child like

Change request is "same as" parent.change_request

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Shivalika

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View solution in original post

Shivalika · ‎03-28-2025

Hello @GaominZ

Please confirm if you checked my answer. Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for my efforts and also it can move from unsolved bucket to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeE

Shivalika · ‎03-31-2025

Hello @GaominZ

Please confirm if you checked my answer. Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for my efforts and also it can move from unsolved bucket to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeE