Create Incident from Request does not show link

Trish Mac
Mega Guru

Hello,

We have been successfully using Request Link from an Incident - the REQ layer shows the Inident link and the Incident shows the RITM on the Related Records tab in the Requested Items section.

 

We recently enabled the UI action to allow Create Incident from a RITM (this was already in our instance, we didn't create this UI Action) and this works, however there is no link in the Request and no link in the created Incident to identify the link.  We've had to manually add the RITM # to a worknote in the Incident and vice versa.  

 

Does anyone have a way to show the link between the Request and Incident when using Create Incident from the RITM?

 

Thanks,

Trish

2 ACCEPTED SOLUTIONS

Sandeep Rajput
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Tera Patron

@Trish Mac Check the Parent field on the incident, ideally it should have the RITM reference on it. 

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BalaG
Kilo Sage

Hello @Trish Mac   as Sandeep stated, by default the parent field of the created incident references the RITM. However none of the out of the box views seem to include "parent" field.  You'll have to create a custom view and include "parent" field. See attached image, this is the detail of an incident with "parent" field.

 

Hope this helps, if it does please mark it as such.

--

Bala Guthy

 

view-with-parent.png

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8 REPLIES 8

Sandeep Rajput
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Tera Patron

@Trish Mac Check the Parent field on the incident, ideally it should have the RITM reference on it. 

Hi Sandeep, I have already checked the Parent field and it doesn't have the RITM reference there.  If it did, I would have everything I need.  Thanks for your suggestion.

Trish

Hi Sandeep, it turns out you are correct, however my Incident forms didn't have a Parent field, only a Parent Incident field on the Related Records tab.  I didn't know about the Parent field.  BalaG's post clarified what you meant.  So you also have an Accepted Solution.  Thank you for your input!

Trish

@Trish Mac My bad, I should have asked you to add parent field in the form layout. Thanks for marking my response an accepted solution.