Insert and Stay - Link record to see previous records
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04-24-2025 07:23 AM
HI,
I need to link the existing record in location table to the new record when click on Insert & Stay.
For instance,
I have one record ABC and do little change in the fields then im doing Insert & stay. So now there is a new record ABC2. In that record i should see previous record ABC in related list. I have a reference field in the form layout for the same table(Main record) to link it. How can i achieve that from UI Action.
The idea is to see the older version the records which created via insert & stay.
Thanks
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04-24-2025 10:58 AM
Hi @spring1
You’re trying to break the OOTB functionality, mate. "Insert and stay" is like "copy and stay," which doesn’t build any relationship with the previous record. What you're looking to build is a parent-child or M2M relationship, which would break the OOTB methods, so it's better to avoid that. You should use the parent field or another reference field on the location table to link the old and new records. Let's keep the system like this.
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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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04-24-2025 11:25 AM - edited 04-24-2025 11:33 AM
Hi @spring1,
Follow the steps below to attach the record ABC to ABC2.
Step 1 - Create relationship in sys_relationship table.
Step 2 - Configure the desired table to the same table.
Step 3 - Find the relationship record created in step 1 and put it in your selected slush bucket.
Let me know if this is what you are looking for.
Regards,
Vikas K