Linking Incidents to Changes

[#1]

In our instance which I am sure is pretty much out of the box for Change, there is a section at the bottom which links Problems to Changes or would list the problem that the change was created from. How can I recreate that section for Incident so that it would list the incident number that a change was created from or so I could add an incident to a change later.

Thanks,

Andrew

[john_roberts]

Go to the Change Request form and use the Personalize List option.
There are a few lists that link an incident to the change.

[#3]

While you can indeed add related lists to an Incident, at least in our instance, they do not appear to cross-link automatically.

That is, if I create a change or a problem within a related list that is attached to an incident, then navigate to the problem or change, I won't see the incident linked, I have to link it again.

I'm working on automating the cross-linking so our users don't have to create parent links twice.

[#4]

When you have managed to get that sorted out, I would appreciate it if you would let me know how it is achieved.

Regards,

Andrew

[Mark Stanger]

This is already set up out-of-box as a one-to-many relationship between the Incident and Change Request tables. An incident can be related to a single change and a change can be related to many incidents.
To display this relationship you need to do 2 things. First you need to personalize the incident form and add the 'RFC' field. Then you need to add the related list (the 'many' end of the one-to-many relationship) to the 'Change Request' form. Open up a change request and Right-click the header and Personalize the related lists for the change request form. The one you need to add is 'Incident -> RFC'. Now when you populate the 'RFC' field on an incident, the incident should show up in the related list on the corresponding change request.

There's also nothing magic about creating these relationships. There should be no manual work you need to do to make things relate to each other. To create a one-to-many relationship like this all you need to do is add a reference field on the table for the 'One' side. This will automatically create a corresponding related list on the 'Many' side.