How to remove incident from Change request related list when the incident is cancelled

[shaa066]

we have two related lists in Change request, Incidents caused by change and incidents remediated by change so if a incident is linked to a change record and is linked to any one of these related list, so when the incident state is cancelled, it should be removed from that change, the link should be removed.

[Ankur Bawiskar · Accepted solution]

@shaa066 

it should be removed means you should empty the field in INC which refers the CHG.

Now which field to remove you can determine based on how the related list is shown

Determine the correct field and then have before update BR on incident state is cancelled and clear that CHG field

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

[Dr Atul G- LNG]

Hi @shaa066 

OOTB there is no way and if I say don't do this, you need to create BR for this and check the condition to apply. Or remove it manually.

[Ankur Bawiskar · Accepted solution]

@shaa066 

it should be removed means you should empty the field in INC which refers the CHG.

Now which field to remove you can determine based on how the related list is shown

Determine the correct field and then have before update BR on incident state is cancelled and clear that CHG field

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

[Swapna Abburi · Accepted solution]

Hi @shaa066 

Those two related lists are showing data as change request is referenced in one of these two fields in the Incident. 

You may need to write a custom business rule to blank these fields when Incident state is cancelled.