Solution for reporting Parent changes that shows related child changes and Incident records.

[Matthew20]

I am looking for help creating a report on Parent changes that shows related child changes and related incident records. I attempted this with a DB view combining the tables but its confusing and doesn't seem to provide all the data as expected. Does anyone have an easy solution?

[Mark Manders · Accepted solution]

It really depends on what it is you want to see and how. 

A 'task' list report on a dashboard with a filter from Change where you can select the parent change and let the list show all incidents and changes that have that filtered change as their parent, could do the trick, but just telling us what doesn't work, doesn't help us in understanding what it is you are looking for.

[Ankur Bawiskar]

@Matthew20 

I won't recommend doing this.

What's your actual business requirement?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Bhuvan]

@Matthew20 

You can try to create 2 list data visualizations and show the related details and can schedule it to be sent as reports to required stakeholders.

Creating a database view depends on the expected count and growth of records over a period of time. If count would be less than 10,000 records you can look at database view option. But first explore data visualizations option and placing them in a dashboard and showcase to the team.

I believe dashboards can be used to cater this requirement rather than creating overhead via database view table. You can design your logic creatively by placing a global filter with lookup to change record where parent.number starts with CHG on change_request table and below lists can be selected to follow the filter as it would have change number reference in both change and incident tables. 

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[Bhuvan]

@Matthew20 

Did you get a chance to review this ?

If my response helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan