How to Create New Related link in the Change Request

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08-10-2023 04:12 AM
Hello Experts
How to Create a New Related Option in the Change Request for Reference Purpose I have Updated the screenshot and marked the place. Please check once.
Thanks & Regards
Srinu
Sidhu !
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08-10-2023 04:26 AM
Hi @Sidhu9
Do you want to create new related list???

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08-10-2023 05:02 AM
Yes @Kalyani Jangam1
Sidhu !
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08-10-2023 05:37 AM
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08-10-2023 04:26 AM
Hi @Sidhu9
Navigate to Form Design: Go to "System Definition" -> "Form Design" -> "Form Layouts".
Select Change Request Table: Find and select the "Change Request" table from the list of available tables.
Edit the Form Layout: Locate the form layout that you want to modify (usually "default") and click on the name to edit it.
Add a Related List: In the form layout editor, you will see a list of sections. You can add a new related list section by following these steps:
a. Click on the "Related Lists" section on the left-hand side to select it. b. On the right-hand side, click the "New" button to add a new related list. c. A dialog box will appear. In the dialog box, configure the related list settings:
- Table: Choose the table you want the related list to display. For example, you can choose the "Incident" table.
- Relationship: Choose the relationship between the Change Request and the related table. This is usually a reference field on the related table that points to the Change Request table.
- Column Display Value: Choose the field that you want to display in the related list for each related record. d. Click "Submit" to add the related list to the form layout.
Save the Form Layout: After adding the related list, make sure to save the changes to the form layout.
Test the Related List: Now, when you open a Change Request record, you should see the related list section on the form, displaying the related records from the selected table based on the configured relationship.
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Anders
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