Hello, when we look at user records, we have the "incidents" related list so that we can see all past incidents by this user. This related list brings in all incidents "Opened by" this user. I want to change it to where it shows me a list of incidents where this user was the "caller". Anyone able to guide me to success?
Hi Andrew,
To create the above configuration, you have to navigate to Relationships under System Definition and create a record. There you have to define on which table you want to display the relationship and from which table you want to query. It should look something like this.
After that navigate to the user form and go to Configure > Related Lists and select the Relationship that you just created and drag it to the selected box along with the other relationships. It should now look like this.
After that click on Save and you would be able to see the required related list in the User Table.
Alternatively, you already have a relationship like this present out-of-box called "Incident -> Caller" which you can also use.
P.S. Please mark as Helpful if I was able to clear your doubt.
Hi Andrew,
To create the above configuration, you have to navigate to Relationships under System Definition and create a record. There you have to define on which table you want to display the relationship and from which table you want to query. It should look something like this.
After that navigate to the user form and go to Configure > Related Lists and select the Relationship that you just created and drag it to the selected box along with the other relationships. It should now look like this.
After that click on Save and you would be able to see the required related list in the User Table.
Alternatively, you already have a relationship like this present out-of-box called "Incident -> Caller" which you can also use.
P.S. Please mark as Helpful if I was able to clear your doubt.
