Hi there,
I thought this is something Chat GPT should definitely know, so here you go:
In ServiceNow, the terms "Edit" and "Add" in the context of a related list have distinct functionalities that help users manage records within the platform.
Edit on Related List
When you click "Edit" on a related list, it allows you to modify the existing relationships between records. Specifically, this action opens a slushbucket interface where you can:
- Add Existing Records to the Relationship: You can select records that already exist in the system and add them to the related list.
- Remove Records from the Relationship: You can deselect records to remove their association with the main record.
This is particularly useful when you need to manage relationships without creating new records. For example, if you have a related list of "Tasks" on an "Incident" form, using "Edit" would let you link or unlink existing tasks to the incident.
Add on Related List
When you click "Add" on a related list, it initiates the process of creating a new record that will automatically be associated with the parent record. This action typically opens a new form where you can fill out the details for the new record.
- Create New Record: You can enter information to create a completely new record that will be linked to the parent record.
- Automatic Association: The new record is automatically associated with the parent record without needing to manually set the relationship.
For instance, if you're working on an "Incident" form and you use the "Add" button on the "Tasks" related list, it would open a new "Task" form. Once you fill out the details and save the task, it will be linked to the incident you were viewing.
Summary
- Edit: Modify existing relationships by adding or removing existing records.
- Add: Create a new record that will be automatically associated with the parent record.
Understanding these differences allows users to manage relationships between records more efficiently within ServiceNow.
