How can I insert a RITM record ,REQ Record  into the "Related Tasks" related list of an Interaction

mounika3416
Tera Contributor

‎04-10-2025 02:04 AM

How can I insert a RITM record ,REQ Record  into the "Related Tasks" related list of an Interaction record? There is a "Create Request" button on the Interaction record, and upon clicking that button, a list of items to request is displayed. Currently, the request number populates in the "Related Tasks" related list, but I want to display the corresponding RITM & REQ Both

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Tobiucd
Tera Contributor

2 weeks ago

I am experiencing the same issue. On an Interaction record, it only displays the REQ on related tasks, until you go into the RITM or TASK, save it, return to interaction, and refresh. Then all three records will appear.

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