Nested new records with gui for reference field

agchoi · ‎07-22-2016

I have a few custom tables that are related to each other. One of the tables has a reference list to another. This second table has a reference field to the third. When creating a new record for the first, it allows me to make new records for the second table but not for third table. The closest option I can see that is built into ServiceNow is the dynamic creation option but it only allows for one input. For the third table the record has multiple fields that should be populated differently record from record. Is there any way for the nested new record gui to bring up another one for the third table?

Chuck Tomasi · ‎07-22-2016

Thank you for the clarification. My brain had the ordering backwards.

My understanding is that it comes down a user experience thing. If you are in a reference view creating a new record and want to do another lookup, having multiple popups could bit a bit of a mess and start looking like the Internet browsers in the 90s.

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agchoi · ‎07-22-2016

Alright, I can see that. Thanks for your help.

veena_kvkk88 · ‎10-19-2016

Hi ctomasi,

What you said makes sense in the scenario where the user is trying to create a new record at the third level. But this also restricts the possibility to see a list of records. So how can we achieve that? Based on what you said, I saved the record (rather than submit) to stay on the same form (so the third level record will have something to link to) but the lookup icon still doesn't show. Please look at my question here Reference lookup icon missing in reference list view(sys_ref_list) to understand what exactly I'm looking for. Its basically the same as this post but my requirement is more about having a list of records, than the ability to create new ones.

Thanks