Related List - New button not working as expected
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‎06-23-2024 10:28 PM
Hi,
I had a small requirement to change the related lists on problem table from Incident to Cases (Cases is new custom table which extend over OOTB Case). Issue is when clicking on "New" button(Arrow mark) in related list, new record for case table(OOTB sn_customerservice_case) is showing, expected is to show new record for "Cases"(custom table). And it is working as expected in workspace(CSM/FSM workspace).
Any suggestions ?
Related list configuration: Added Custom "Case" in problem
After clicking "New" button it is showing : OOTB: sn_customerservice_case
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‎06-24-2024 01:24 AM
You have the wrong related list. You will need to add the correct one, to your custom table, not to the OOB table.
Is there a relation between the custom Case table and the Problem table? If so, you can add that related list. If not, you will first need to create it by adding the 'Problem' field to the custom Case table.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark