How to Display Related List on incident form while creating incident?

[Mahendra RC]

Hi All,

I have a requirement where I need to show the Related list on Incident form to create an 'Alert'. As per the requirement I want to show the Related list for Alert when user create an incident by click on 'New' button in Incident List view.

I have added the related list for 'Alert' in default view. But I am not able to see any Related list before creating the incident.

Once I click on submit button then I am able to see all the Related list along with the 'Alert' related list.

Can anyone please help me to know if is it possible to show the related list on incident form before creating the incident..If possible then how can we implement this. Please let me know this at the earliest?

Thanks in Advance,

Mahendra

[Rajesh Mushke · Accepted solution]

Hey Mahendra,

This is not possible. Related lists show records that are related to the current record you are viewing, but if it's on a new form, there is no record in existence yet to related other records to.

Related lists only show up once the record has been inserted into the database. Reason behind this is because you cannot relate anything to a record until it is created. Out if the box there is a UI macro on the caller field that shows the same list. I would recommend using that.

Refer:

Configure related lists in forms

How to show Related list on Create New Form