Create a child Install base item

Create a child Install base item in the Customer Service Management application to view a list of all the cases and issues of the parent Install base item.

Before you begin

Role required: admin and sn_customerservice_manager

About this task

A child install base related list provides the information about all the child install bases of the current Install base item.

Procedure

1. Navigate to All > Customer Service > Product > Install Base Item.
2. In the related list section of the Install base form, select an Install base item and open Child Install Base Items.
3. Select New.
   The Parent install base item field on the new Install base form is automatically filled or defaulted to the current Install base selection. The Account and Contact fields are automatically filled in on the child install base form.
4. Select Submit.