I want to display the interaction related list latest record values in Parent interaction filed
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09-05-2023 06:43 AM
we have created a custom reference field in the incident table which is Parent Interaction filed (reference to Interaction table) I want to display the interaction related list latest record values in Parent interaction filed. Please help me on this
Thank you,
Nataraj
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09-05-2023 07:54 AM
As you have created a new custom reference field in the incident table, It can only store one interaction record. To populate the "Parent Interaction" field on Incident, you have to map it to the interaction record from where the incident is getting created.
Is there any UI Action or any script that creates incident from interaction record?
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09-05-2023 08:03 AM - edited 09-05-2023 08:04 AM
Hey @anataraj :
i not getting the use of parent interaction as a interaction can get converted to incident or Hr case or even a CSM Case and there is already OOB function where this relationship is been stored "interaction_related _record".
But just for your knowledge once you create a reference field on a table OOB relationship record is created so go to configure > related list on the table you create the reference and you should be able to Interaction -> Parent Interaction under that list
Mark this as Helpful / Accept the Solution if this clears your issue
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09-05-2023 08:05 AM
yes is there one UI action for (INSERT) button in agent workspace from there we are creating interaction to incident by clicking that UI action it works fine on while insert of incident but for when updating the existing incident record with Associated record of interaction the parent filed was not updating with another new interaction record which is there in interaction related please find in image.
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09-05-2023 08:09 AM
Can you post the script?