How to add a new Related List to a CI form, similar to "Affected by Task?"
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‎02-01-2018 03:31 PM
On a CI record, I would like to see a Related List that is like "Affected by Task," but joins the change_request and task_ci tables. This is so I can see change request "Short Description" field from the CI page, instead of just the "task" columns.
Following instructions I found on the forums, I have successfully created a view to join the two tables and it works as desired.
I would now like to make that view available as a "Related List" on the CI page. It would obviously work similar to the "Affected by Task" Related List, since it is basically the same thing with extra information from the Change Request form tacked on.
Therefore, I decided to see how "Affected by Task" was implemented, and follow the same pattern.
I looked under System Definition -> Relationships, and could not find "Affected by Task."
I looked under System UI -> Related Lists, and coult not find "Affected by Task."
I am not sure where else to look for guidance on how "Affected by Task" was implemented, in order to emulate it in my case.
I have found some instructions on "Relationships," but I'm having trouble understanding how they relate to what I'm seeing in the Related List menus of my forms.
Does anyone have any advice on how I would do this? I am on Jakarta.
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‎02-01-2018 11:26 PM
Hi Mike,
If you just want to see the short description on the CI form, why not just add the change request related list??
Since CI field is present in task table and all the oob applications(inc, problem, change) extends from task they form a relationship with each of the table and task as well.
So affected CI's will give you a list of all the tasks, similarly you can just add the change request related list as well, which will just show a list of changes. You dont have to define a new relationship just for the sake of seeing change requests short description
Hope it helps
Please mark helpful/correct based on the impact of the response.
Thanks
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‎02-02-2018 09:29 AM
It is my understanding that the "Change Request" Related List only shows Change Requests for which the CI is in the "Configuration Item" field. This is not helpful when a Change is being applied to many CIs via the "Affected CIs" list of the Change Request.
Change Requests which apply to this CI because the CI is in the "Affected CIs" list of a Change Request do seem to appear in the "Affected by Task" Related List, however they are in very abbreviated form that is hard to read. That is why I would like to add a new Related List using my view.
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‎05-09-2018 08:20 AM
Circling back and posting my own answer for the benefit of others:
What I ended up doing was what I suspected I needed to do in the first place. I went to System Definition -> Relationships, and created a relationship called "Affected by Change Requests." Within, I added a query searching the database view for the "parent" record's sys_id. This worked as intended.
My confusion had been because I couldn't find the "out of the box" "Related List" called "Affected by Task" under "Relationships," so that led me to believe that I was following the wrong path. I assume that it was just implemented in some other way, perhaps for legacy reasons.