RITM/Incident data on CASE Table
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‎12-21-2023 07:06 AM - edited ‎12-21-2023 07:39 AM
Hi All,
Whenever an end user creates a case, they have the option to create an incident or REQ/RITM in the process. I want the incident number and RITM/REQ number (+if more data from both the tables) field on the CASE table. It should show me the Incident/RITM related to the particular CASE.
Meaning, that when the end-user opens up the case list view, they can see the Incident and RITM associated with each record.
PS: I do not want Incident/ RITM tables in the CASE related list Relationship
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‎12-21-2023 07:20 AM
Hello @swapnil15 ,
You can create a new Relationship record on your case table. And you can add the Query condition in your script as per your requirement. After creation of the Relationship record, You need to add that relationship as a 'Related List' on the Case table.
Go to the Case table record, Select configure > Related Lists. And select the Related that you have created recently.
You can create multiple Relationships as per your requirement to show data from the different tables (i.e. RITM, REQ).
You can use the below DOC for more details:
If my answer solves your issue please mark it as 'Accepted Solution' and marked it as 'Helpful'.
Thank You!
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‎12-21-2023 07:36 AM - edited ‎12-21-2023 07:40 AM
Hi @Prathamesh G ,
I already have the related list implementation as you told above.
As I have mentioned, I need all three fields (CASE, INC, RITM) on one table so that they are accessible to the end users.
If an end user opens CASE list view, it should look something below:
CASE Number | RITM Number | Incident Number |
The RITM/ Incident are linked with the CASE.
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‎12-21-2023 07:46 AM
Hello @swapnil15,
You can use the 'Hierarchical lists' functionality to show all your related lists on the List View of your CASE table. So that you can see all the related list associated with you CASE record on the list view of your case table as below:
Or you can either create 2 separate Reference type variables on the Case table and you can map the data from the related list of that CASE record.
If my answer solves your issue please mark it as 'Accepted Solution' and marked it as 'Helpful'.
Thank You.
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‎12-21-2023 07:51 AM
Below is the steps to activate the 'Hierarchical lists' on your specified table:
1. Go to the list view of your table records.
2. Right click on any column label.
3. Go to the Configure > List Control > Hierarchical lists.
3. Set the Hierarchical lists checkbox to TRUE and update the form.
4. Go back to your List View, You can see a small '>' at the start of the record. Click on that icon to see all your related lists associated with that record.
If my answer solves your issue please mark it as 'Accepted Solution' and marked it as 'Helpful'.
Thank You!