How to add a Related List on Change to link with Release and control visibility based on Phase

Pratiksha KC
Tera Guru

yesterday

I have a requirement in Release Management where I need to add a Related List on the Change record to link it with a Release.

Here’s what’s needed:

  • If a Change is linked to a Release (or created from it), there should be a Related List on the Change record showing the Release number.

  • The Related List should always be visible with the Edit option enabled.

  • Change Manager/ITIL users should be able to click Edit (in native view) or Add (in Service Operations Workspace) to add a Release number.

  • The list of Releases should only include those in Phase 1–4, but once Phase 4 (Gate 4 - Tested) is completed, the Release should not be visible for selection.

  • The Related List should be editable only until the Change State = Scheduled (inclusive). After that, no further linking should be allowed.

  • When a Change is created from a Release or added to a Release in the DRP tool, the linkage should appear automatically in both places (Change and Release).

Could someone please suggest the best way or configuration approach to achieve this (e.g., via relationship definition, business rule, or script include)?

Thanks in advance !

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Nawal Singh
Tera Guru

yesterday

Hi @Pratiksha KC ,

Please review below links that will help you -

 

1. https://www.servicenow.com/docs/bundle/xanadu-platform-user-interface/page/administer/form-administr...

 

2. https://www.servicenow.com/community/servicenow-ai-platform-blog/how-to-create-related-list-relation...

 

If you found my response helpful, please mark it as helpful and accept it as the solution.

Thank you
Nawal Singh

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