Link a story back to the HR case that created it.

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‎03-01-2024 08:52 AM
Out of the box, you can add a Stories related list to the HRIT Case form so you can create a story directly from the case.
What I have not been able to figure out is how to create a reverse linkage from the Story back to the HRIT Case it was created from.
I tried adding all of the HRIT case fields to the Related records tab and the Relates list at the bottom but nothing showed the HRIT case that created the Story.
Can anyone help me out here? It would have thought it would be available with minimal work like just adding a field to the form.
Thank you for your help,
Dave
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‎03-01-2024 09:53 AM
Hi @Dave65 ,
You can create a Relationship between HRIT case table and story table something like below which i created for change and release table,
Here current belongs to 'Queries from Table' , so in change table there should be reference record which is capturing release record number (reference field - you might have to create custom field)
Parent is release table record so we have to query something like below
current.addQuery('u_release_record.number', parent.number);
So Related list will be created for 'Applies to table' which is release.
Please mark this comment as Correct Answer/Helpful if it helped you.
Regards,
Swathi Sarang
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‎03-01-2024 09:59 AM
@Dave65 ,
Navigate to Relationship module click on new
Applies to table : Story
Queries from table: HRIT Case
Create a reference field on HRIT case table which will capture story number
inside script:
current.addQuery('<custom field backend name>.number', parent.number);
Please mark this comment as Correct Answer/Helpful if it helped you.
Regards,
Swathi Sarang
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‎03-01-2024 11:49 AM
Hi @Dave65,
Are you talking about one of the 3 related lists below?
If so, you should be able to see the reference created via the 'Original Task', 'Parent', or 'Universal Request' field on the Story.
Cheers