Archiving 'Incident Communication Plans' with its tasks as related table of incident

Michaela-3
Tera Expert

Hello all,

 

currently I am trying to set up archiving in our SN instance (Utah).

I am working on the incidents and we have to archive all related records which belong to the archived one.

 

For the 'variables' in table 'question_answer' I created a custom reference field which contains the sys_id of the task (filled by a business rule).

This way I was able to choose the tables for variables as  related archive record.

 

Now I have to archive the records from 'incident Communication Plan' and its belonging tasks.

This table (Inc Comm Plan) has a reference to the incident so I can simply choose it.

But the table 'Incident Communication Task' has no reference field to the incident.

 

Does anyone know a simple way to solve this issue?

Or di I have to create another custom reference field on the table (Inc Comm Task) to archive them?

 

Thanks for any suggestions!

 

Best wishes

Michaela

1 REPLY 1

Michaela-3
Tera Expert

Update:
I tried out these setting:

I created an archive rule for table 'Incident Communication Plan'.

Here I created a related archive rule for table 'Incident Communication Task'.

And than I added the archive rule as reference table rule in the incident archive setting.

 

Result:

The related 'task' records are archived with the 'plan' records when an incident is archived. 🙂

But the records from 'Inc Comm Task' will not be restored with the incident.

This is not very helpful.

 

If there is no other option than I will have to create other custom reference fields.

I hope there is someone who had already a similar issue and managed to solve it.

 

Best wishes

Michaela