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02-15-2024 03:15 AM
Is it possible to link a risk from the rm_risk to multiple incidents/problems?
I can see that the OOB setup offers a 1:n relationship. However, users want to be able to relate a risk to multiple tasks. It may not always be the case that the first incident/problem to be related to a risk is the root cause of the risk.
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02-15-2024 03:48 AM - edited 02-15-2024 03:52 AM
Hi @Chaz_ ,
The risk field is a reference field so OOB we have the option to select only 1 record there.
However, we can modify it by changing the type of the Dictionary entry from Reference to List(glide_list) as mentioned below.
This will allow you to select multiple reference records for a single risk field.
Please find attached a screenshot for your reference.
But check with your team before making any changes as it is an OOB functionality.
Please mark it as "Accept as Solution" and " Helpful. if this solution helped you.
Thanks & Regards,
Madhan Somesh.
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02-15-2024 03:48 AM - edited 02-15-2024 03:52 AM
Hi @Chaz_ ,
The risk field is a reference field so OOB we have the option to select only 1 record there.
However, we can modify it by changing the type of the Dictionary entry from Reference to List(glide_list) as mentioned below.
This will allow you to select multiple reference records for a single risk field.
Please find attached a screenshot for your reference.
But check with your team before making any changes as it is an OOB functionality.
Please mark it as "Accept as Solution" and " Helpful. if this solution helped you.
Thanks & Regards,
Madhan Somesh.
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02-16-2024 07:15 AM
Hi @Chaz_ ,
Please mark it as "Accept as Solution" and "Helpful". if this solution helped you.
If not, please let me know what was the issue that you're facing so that I can provide you with a solution for it.
Thanks & Regards,
Madhan Somesh.
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02-19-2024 01:54 AM
Hi. Thanks for this suggestion. It does seem to work and does the job.
My only question is that I know list fields tend to affect the performance and they are not as efficient as related lists. What other alternatives are there? Not sure if the Top task or Universal tasks can help here or anything else.
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02-19-2024 03:51 AM
Hi @Chaz_ ,
If you want to add multiple values in the field then the only way I know is by using a glide list.
Of course, it takes a comparatively longer time to filter the data when compared to reference but that is the only workaround that I'm aware of.
I hope this solution helped you 😊.
Please mark it as "Accept as Solution" and "Helpful". if this helped you.
Thanks & Regards,
Madhan Somesh.