Relate via related list

oww15
Tera Contributor

Hi everyone!

 

Can somebody help me with my requirement. It should relate incidents and requested items and requested items and incidents. For the incident there is an OOB. But how about the requested item related list? It should get the parent incident for that request item. I tried making relationships but all I got was all the records of the incident. Thanks

1 ACCEPTED SOLUTION

BharathChintala
Mega Sage

@Roger15 

BharathChintala_0-1678822591431.png

 

BharathChintala_1-1678822591448.png

 

If you want vice versa records create this relationship and add related list.

 

 

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

View solution in original post

3 REPLIES 3

Hemant Goldar
Mega Sage
Mega Sage

Hi @oww15,

 

I would suggest you go through @Uncle Rob youtube video where he explains the concept very well.

 

 

I hope this helps!

 

Regards,

Hemant 

**Please mark my answer correct or helpful based on the impact**

BharathChintala
Mega Sage

@oww15 

goto RITM record right click on top >configure> related lists

BharathChintala_0-1678820492405.png

Get incident>parent to right side

BharathChintala_1-1678820540349.png

BharathChintala_2-1678820553544.png

 

Save.

 

This is OOB not need of any  relationship

 

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

BharathChintala
Mega Sage

@Roger15 

BharathChintala_0-1678822591431.png

 

BharathChintala_1-1678822591448.png

 

If you want vice versa records create this relationship and add related list.

 

 

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala