Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

Need help on merging the selected incident records and making one has parent

Dhanalakshmi D
Tera Expert

Hi,

 

I need to create a UI action called merge incident and when users select 2 or 3 incidents with the same short desc the popup window should trigger seeking for the incident number which should be a parent and when the user selects the incident which should be a parent and then remaining selected records should be made as a child and copy the emails and attachments to the parent record. Can anyone guide me on how this can be achieved.

 

Thanks in Advance

5 REPLIES 5

Hi @Sohithanjan G 

 

Thanks for helping me but one thing is the we need a gilde window and reference to the same table and we will be selecting from there which should be a parent. can we do in that way