How to link tickets on forms

[terrieb]

I have built a catalog item that has within the Flow the action to create a Standard Change.

While everything is working as designed, we want the ability to show the Change Request ticket in the Related Lists on the RITM or Request form and the opposite as well, have the Request or RITM display on the Related Lists on the Change record form.

I have added both options to the Related Lists on both forms, but since it's not a UI action creating the Change, it's not linking

Do I need to do another action for this to be automated?

Thanks!

[terrieb]

This is what I have done.  I can't find just "Parent" to add to the Request form:

On the Change Form:

On the Request form I only added Related List for Change

So while the user can "Search" via the Edit button, it only displays the ticket number

Am I missing a step?  Never attempted this before and nothing in DOCS to assist

[dmathur09 · Accepted solution]

Hi Terrieb,

You would need to bring the parent field to the form on the change request table. Using configure - > form layout.

If you add a requested item as a parent to change request. The related list of RITM will automatically populated with the change request and it will happen vice versa.

Regards,

Deepankar Mathur

[terrieb]

Yeah I got it to work!

Thanks

[Cinlin]

Hi terrieb,

How did you get this to work?