Related list issue with Problems and attached Incidents

Tom Alday · ‎02-18-2014

So we have a Problem that has a few Incidents have been manually attached to it from the related list on the Problem record

The way I believe it should work is that if I go into one of those Incidents (ex INC0025026) I should see this Problem in its Related list under "Problems", but I'm not seeing it

It does this the other way too, if I add a Problem to an Incident using the related list on the Incident record that Incident doesn't show up in the related list in the Problem record. Am I doing something wrong? It seems like they should be connected, but they don't seem to be...or I'm doing something wrong, which is possible.

geoffcox · ‎02-19-2014

m2m can be confusing at first, but it's a key concept.

You should already see a new related list available when personalizing related lists on the problem form as well. It should appear by the name you gave it above ("Incidents").

You won't see anything in the related list until you relate the incidents to the problems (thus populating your new m2m table). If you select Edit on the related list on the problem form, you can select the incidents to relate to the problems, or vice-versa on the incident form.

If you have some kind of meeting maker and want to call me to discuss sometime, we can schedule something.

Cheers,

Geoff.

View solution in original post

eican · ‎02-26-2014

I can understand you but create the following rules and it will work:

Type: read
Name: <1st field> u_m2m_incidents_problems <2nd field> -- None —
Role: itil
===
Type: write
Name: <1st field> u_m2m_incidents_problems <2nd field> -- None —
Role: itil
===
Type: read
Name: <1st field> u_m2m_incidents_problems <2nd field> *
Role: itil
===
Type: write
Name: <1st field> u_m2m_incidents_problems <2nd field> *
Role: itil

Tom Alday · ‎02-26-2014

Here's what I got. Still not working

Do I need to create Read rules for both u_problem and u_incidents?

eican · ‎02-26-2014

No, that should be fine without a specific read rule as the ".*" is catching that.

Did you also add the role to each of the rules? (related list on the ACL)

Tom Alday · ‎02-26-2014

Yes, the "Requires Role" lists for all of them have itil

eican · ‎02-26-2014

That makes it really tricky. Did you already try the security debugger and impersonated one of your users?