Relating incident with it's interaction record

[Nisha33]

Hi All,

I created an interaction record (IMS0006104) from agent workspace form. And then created an incident(INC0137902) from that interaction record using the create incident option given on the agent workspace.

Now on Interaction form incident is related to it & shown under Related tasks. But I want to populate the interaction record on INC0137902. How can i do that!!!

Any suggestions!!!

Regards,

Nisha 

[Dhananjay Pawar]

Hi,

In same manner you want that record on Incident(under related list).

If yes then you need to create custom related list on incident table.

Check attached screenshots.

(function refineQuery(current, parent) {

current.addQuery('incident_field_name.number', parent.number); // here incident_field_name is from interaction table

})(current, parent);

Note - Change this incident_field_name with correct field name.

Thanks,

Dhananjay

[Nisha33]

No, i don't want to create a separate related list for this. Actually we already have a section with name related records where we have reference fields for problem change etc.... so in the same section I want to create a field interaction and have the related interaction number populated in it.

[Dhananjay Pawar · Accepted solution]

Hi,

If this is the case.

Then Under related records section create one reference field which will refer to Interaction table.

Whenever there will incident record created in interaction table related list, interaction record will auto populate on incident.

Check attached screenshot.

Interaction record.

Mark correct and helpful based on impact.

Thanks,

Dhananjay.

[Nisha33]

Hi Dhananjay,

How we will populate the Interaction number automatically on incident form when incident is created from interaction?

Regards,

Nisha