Create new Related list on Case table display active incidents raised account case had

Mannam Praveen
Tera Expert

Hello Everyone, 

 

I want create new related list on the case table. Need display any active incidents for which account case raised. In Incident table we had company field(reference field) which shows the account data on incident. How achieve this..?

 

For example - if any case has account XYZ and then in the related list it should display any active incidents on the same account. Thanks Advance 

 

 

1 ACCEPTED SOLUTION

ShubhamGarg
Kilo Sage

Hello @Mannam Praveen  

You can do the following -

1. Configure Related LIST - Application Navigator -> System Definiton -> Relationships

Name - Name of Related list

Applies to table - Case [sn_customerservice_case]

Queries from table - Incident [incident]

//Considering account field is common on both case & incident. Pls adapt according to your instance definitions. 

current.addQuery('account', parent.account);

2. Display on UI - After doing above change, you need to bring the related on the UI

Case Record -> Configure -> All > Related Lists -> Choose appropriate View -> Drag and drop Related list to the right side of slush bucket.

 

If it helps you, kindly mark this as Accepted Solution/Helpful if above info. helps in any way and help in closing this thread.

Regards,

Shubham

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1 REPLY 1

ShubhamGarg
Kilo Sage

Hello @Mannam Praveen  

You can do the following -

1. Configure Related LIST - Application Navigator -> System Definiton -> Relationships

Name - Name of Related list

Applies to table - Case [sn_customerservice_case]

Queries from table - Incident [incident]

//Considering account field is common on both case & incident. Pls adapt according to your instance definitions. 

current.addQuery('account', parent.account);

2. Display on UI - After doing above change, you need to bring the related on the UI

Case Record -> Configure -> All > Related Lists -> Choose appropriate View -> Drag and drop Related list to the right side of slush bucket.

 

If it helps you, kindly mark this as Accepted Solution/Helpful if above info. helps in any way and help in closing this thread.

Regards,

Shubham