Relating incident with it's interaction record

Nisha33 · ‎07-23-2020

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 · ‎07-23-2020

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.

View solution in original post

Mario Garcia · ‎12-20-2021

I'm trying to do this for the Problem table and interactions table as well.

Rhianna · ‎04-13-2022

I too am trying to determine how to determine which Interaction records have a related Incident. Curious if there is an easy way to report on this?