Related list issue with Problems and attached Incidents

Tom Alday
Mega Guru

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

 

Problem-incidents-attached.PNG

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

 

Incidents-no-Problem-attached.PNG

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.

1 ACCEPTED SOLUTION

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

32 REPLIES 32

I just recently created a m2m tables and without adding some ACLs my users can't do anything with the records on it — not even read them.


(We have High Security enabled and default security is "deny")


7rams
Tera Contributor

where it edit that page im a beginner when create incident to problem in ui action after that incident>>problem tab in related list who to do it 

 

Community Alums
Not applicable

This solution was very useful for me. Thanks guys!