Navigation between child project and parent project

ashwinipingle
Tera Guru

Dear ServiceNow PPM Experts,

We have users creating Sub-projects. When a user opens this sub-project, what is the navigation to open the Details form of the Parent project?

Best Regards,

Ashwini Pingle 

5 REPLIES 5

Bert_c1
Kilo Patron

You can add the "Parent" field to the form, and then be able to click the 'Preview' icon to the right of the value to open the parent project.

 

Screenshot 2023-10-13 104103.png

Bert_c1
Kilo Patron

You can also add a new section to the project from, and add the same fields on the Details section from the 'Project' table. see:

 

Screenshot 2023-10-13 114125.png

Hello Bert_c1,

Thanks for your response. We have often structures as in the screenshot. The users want ease of navigation between the parent and child projects. Is there a multi-project view available to view and easily navigate from Details page of one project to another?

 

Best Regards,

Ashwini Pingle

Bert_c1
Kilo Patron

Use circle-i icon to preview the parent, and right-click on the "Open Record" button to open that in a new browser tab. then switch browser tabs. I do not know of any other way.  Maybe someone else here may have a suggestion.