create request from incident form

[Research]

Hi All
How can we relate request Item in Incident form under related records and In request item under related List it should show the  incident number (request created with incident from) .

In RITM we should see INCIDENT, and in INCIDENT we should se RITM in related records

can any one previously implemented this any one guide me very helpful

Request Table

Incident table

Thanks

[Research · Accepted solution]

Hi @Ankur Bawiskar 

Thanks a lot for  solution

[Anurag Tripathi]

You have to populate the parent field on the child record.

• When you create Incident from RITM -> On incident table you have to make sure that RITM Number is added as the parent. 
• When you create RITM from Incident -> On RITM table you have to make sure that INC Number is added as the parent. 

[Ankur Bawiskar]

@Research 

Request record will have parent field populated with INC

Create defined relationship and add it on REQ and RITM form using Configure -> Related list

1) create defined relationship between REQ and INC

2) create defined relationship between RITM and INC

REQ Form Output:

Incident Form Output:

I hope I have answered your complete question.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Anna]

Thanks Ankur, it was very helpful! 

Do you know how to trigger updates from related records? 

E.g. I added a related incident to task, when the incident is closed, I would like to see a worknote in the task about it. 

[Anna]

Thanks, Ankur, it was very helpful.

Do you know how to trigger updates from related records? 

E.g. I have task, to which I related an incident. When incident is closed, I would like to see an update in task worknotes.