Add records to related lists

Provide information related to an incident by adding records to related lists.

Before you begin

Role required: agent

About this task

If there’s an Add button on your Related Items menu, you can add records to related lists. Add records to related lists when you find a record that's related to the record that’s open.

For example, the open record documents a power outage in one location. When there's a power outage in a second location, you can add that outage's record to the related list for the first record.

Note:

Not all workspaces have the Add button. It's added by your administrator.

Procedure

1. Navigate to All > Incident > Open.
2. Select an incident to open it.
3. Choose a related list within the record and select Add.
   The multi-record associator opens as a modal displaying a list of records.
4. In the multi-record associator, select the records that you want to add to the open incident.
   • The record data is read-only.
   • Filter the records in a related list by using the filter () and the condition builder.
   • Select multiple records at once by selecting the check box for each record.
   • Select all records by selecting the check box in the row header.
   • Records selected on one page remain selected as you move to other pages.
   • Choose how many records to view on each page by selecting an option from the rows per page menu.
5. Select Add Selected.

Result

The records you selected appear in the related list for the incident.