Sort tasks based on account

subinsuresh
Tera Contributor

4 hours ago

Hi Team,

 

We use both CSM and ITSM and need a way to search and view all associated records, including Cases, Incidents, and Problems, for a given Account.

 

What would be the best approach to achieve this?

 

we wanted have a list in workspace with all these details

 

Thanks.

 

#csm #itsm

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subinsuresh
Tera Contributor

13m ago

I did a bit of a deep dive into this and noticed that we have a Company field in the Task table that we could potentially leverage, since the same field is available across all the relevant tables.

Since the Company field is already present in the ITSM tables, would it be possible to automatically populate the company from the associated Account whenever a case is created?

Has anyone implemented something similar before, or are there any existing patterns i can follow?

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