Parent/Child Relationship

purdue
Kilo Sage

Hello,

 

We have a custom app which has parent/child tables.  We have created related list on parent to generate task and reference on task to parent.   However now they want the same list on the child table task.   I have tried to setup the relationship but not having any luck.  Any assistance is appreciated.  Thanks, Chad

Screenshot 2026-03-04 at 2.34.55 PM.pngScreenshot 2026-03-04 at 2.36.29 PM.png

1 ACCEPTED SOLUTION

purdue
Kilo Sage

Hello All,

I figured it out.

Screenshot 2026-03-04 at 9.30.27 PM.png

View solution in original post

2 REPLIES 2

purdue
Kilo Sage

Hello, just to be clear what I am trying to acomplish is 

  • At the task level, add a related list displaying sibling tasks associated with the same parent request.
  • Create a UI Action (accessible in the context menu) to allow for the generation of a new child task related to the same parent from an existing Child Task.

purdue
Kilo Sage

Hello All,

I figured it out.

Screenshot 2026-03-04 at 9.30.27 PM.png