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Flow Creating a change from an RITM. How to see under related records within the SOW.

Tfnhodgi
Tera Contributor

How can I get the Change to appear under Related Records? Currently, the Change Number only shows up under Activity. (because my flow does this)

I tried creating a custom record under the Change table, and while it successfully links to the RITM that way, it doesn’t show up in the SOW under Related Records. However, if I manually create a Change under Related Records, it does show up correctly.

Any guidance on how to make the Change display automatically under Related Records would be appreciated. Please see below for my flow.

Tfnhodgi_0-1758726402909.png

 

Tfnhodgi_1-1758726473507.png

 



2 ACCEPTED SOLUTIONS

Brad Bowman
Kilo Patron
Kilo Patron

Add the parent field to this Create Record activity and populate it with the RITM

View solution in original post

Swapna Abburi
Mega Sage
Mega Sage

Hi @Tfnhodgi 

Just like how you are setting Model, Work notes and short description fields, add another field in the "Create Change Request Record" action in your flow to assign "Parent" field with "Requested Item" record.

View solution in original post

3 REPLIES 3

Brad Bowman
Kilo Patron
Kilo Patron

Add the parent field to this Create Record activity and populate it with the RITM

Swapna Abburi
Mega Sage
Mega Sage

Hi @Tfnhodgi 

Just like how you are setting Model, Work notes and short description fields, add another field in the "Create Change Request Record" action in your flow to assign "Parent" field with "Requested Item" record.

Tfnhodgi
Tera Contributor

I have no idea how I missed that. Thank you for the quick response. @Brad Bowman  @Swapna Abburi