Is is possible to add/edit records in a related list without leaving the form?

abrahams
Kilo Sage

We would like to start using Time Worked for recording time in our incident and catalog task records. We need to record more than time so I've added additional fields to the time worked record (miles, billable/non-billable, task date (which may be different than the recorded date) etc...). We would like it as easy as possible for the user to be able to enter in this information while they are in the task/incident record.

What I've done is added the Time Worked as a related list in the form however if the user is entering something on the form and then adds their time in the related list they lose what entries they made to the form if they didn't save it before going into the related list. Does anyone know if it possible to not leave the form when going into a related list?

7 REPLIES 7

CapaJC
ServiceNow Employee
ServiceNow Employee

Personalize > List Control on the related list, check the "List edit insert row" checkbox.
http://wiki.servicenow.com/index.php?title=Administering_the_List_Editor#Configuring_List_Control_Settings_for_the_List_Editor


abrahams
Kilo Sage

I may be misunderstanding your answer. The article that you listed describes how to allow users to be able to add to the list. They already have that ability so perhaps I didn't describe my question well enough. If the user is in a Service Catalog Task form and they need to enter their time ... I have a Time Worked related list on the form that will allow them to add/update their Time Worked record. If they have made changes or additional entries to the Catalog Task form those changes will be lost if they create/update a Time Worked record. Is it possible to keep the focus of the Catalog Task form while adding/updating a related Time Worked record so that the data they entered in the Catalog Task form isn't lost?


CapaJC
ServiceNow Employee
ServiceNow Employee

Yes, if you check the "List edit insert row" checkbox in the List Control record for the related list, then when a user is on the Catalog Task form they'll be able to create a new record in the related list by double-clicking where it says "Insert a new row" after the last row in the list, staying on the Catalog Task form.

Similarly they can use List Editing to edit a value in an existing record in the related list, but that's possible even without modifying the List Control.


abrahams
Kilo Sage

I do have some editing onSubmit and a lilttle logic that I do within the form. Clicking this box does allow users to edit the list however it doesn't work well for our needs to add entries to the list. Is there another way to do this?