How to update the 'Incident' related list tab on the Account form to filter by Incident.Location ?

Abhijit Das
Tera Contributor

Hello,

Good Day,

Can you please help me in achieving the below requirement - 

In the customer_account form in 'Case' view there is a related list for Incident, as given below-

AbhijitDas_0-1751348828324.png

 

 

How to update the 'Incident' related list tab on the Account form to filter by Incident.Location instead of Incident.Caller.Company" ?

@Brad Bowman  @Ankur Bawiskar , developer Pro's please assist me in achieving the above soln.

 

4 REPLIES 4

JenniferRah
Mega Sage

That's not really a thing. Related lists are lists related to the current record. Since your current record is a company, it will show the records based on the Company. If you were in a Location record, you could show the records based on the location.

I want to show incident record in the incident related list based on incident.location = Account number.

Ankur Bawiskar
Tera Patron
Tera Patron

@Abhijit Das 

the related list shows Incidents associated to the account/company belonging to the current Case.

What's your actual business requirement? 

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

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

I want to show incident record in the incident related list in the account form based on incident.location = Account number.