---
sourceDocument: Australia Security Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/security-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Security Management

ft:clusterId :

    - security

bundleId :

    - security

workflow :

    - Technology


---

# Rollup example use case implementation for a Security Case

# Rollup example use case implementation for a Security Case {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The following steps explain an example use case on how to add support to
link/propose/promote to Major Security Incident for a Security Case table.  
* [Step 1. Create linked record configuration for a Security Case](https://www.servicenow.com/docs/ZDWjMoVLmAaxZYQTE6h8Jw "Create a Linked Record configuration for a Security Case.")
* [Step 2. Create a view for modal window for a Security Case](https://www.servicenow.com/docs/Q2qRqVgNoDUol5m~zralUQ "Create a view for modal window for a Security Case.")
* [Step 3. Create UI actions for the Source Table for a Security Case](https://www.servicenow.com/docs/b_YQllYAGkBGRLMnBozfsg "Create UI actions for the source table for a Security Case.")
* [Step 4. Create a view for a new Linked Record Tab for a Security Case](https://www.servicenow.com/docs/lL8QzduOsui69ZjMdfovxA "Customize the List layout for a Security Case table when it is displayed on the Link Records page with the Major Security Incident Management workspace.")
* [Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users](https://www.servicenow.com/docs/j_q8pU34JYbbVeRZUBplOg "Add Access Control Lists (ACLs) for Major Security Incident Management workspace users.")
* [Step 6. Create business rules for a Security Case](https://www.servicenow.com/docs/jRPr3OUi9HscQe6tGZ9UJA "Create required business rules for a Security Case.")
* [Step 7. Create rollup record configurations](https://www.servicenow.com/docs/Gtb~9WLM2wIwDp9AHQBSEg#create-rollup-record-configurations "Create rollup record configuration to link and unlink additional records to MSI.")
{#use-case-for-a-security-case__ul_nnl_cfh_35b}
* **[Step 1. Create linked record configuration for a Security Case](https://www.servicenow.com/docs/ZDWjMoVLmAaxZYQTE6h8Jw)**   
  Create a Linked Record configuration for a Security Case.
* **[Step 2. Create a view for modal window for a Security Case](https://www.servicenow.com/docs/Q2qRqVgNoDUol5m~zralUQ)**   
  Create a view for modal window for a Security Case.
* **[Step 3. Create UI actions for the Source Table for a Security Case](https://www.servicenow.com/docs/b_YQllYAGkBGRLMnBozfsg)**   
  Create UI actions for the source table for a Security Case.
* **[Step 4. Create a view for a new Linked Record Tab for a Security Case](https://www.servicenow.com/docs/lL8QzduOsui69ZjMdfovxA)**   
  Customize the List layout for a Security Case table when it is displayed on the Link Records page with the Major Security Incident Management workspace.
* **[Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users](https://www.servicenow.com/docs/j_q8pU34JYbbVeRZUBplOg)**   
  Add Access Control Lists (ACLs) for Major Security Incident Management workspace users.
* **[Step 6. Create business rules for a Security Case](https://www.servicenow.com/docs/jRPr3OUi9HscQe6tGZ9UJA)**   
  Create required business rules for a Security Case.
* **[Step 7. Create rollup record configurations](https://www.servicenow.com/docs/Gtb~9WLM2wIwDp9AHQBSEg#create-rollup-record-configurations)**   
  Create rollup record configuration to link and unlink additional records to MSI.

**Related concepts**   

* [Configure Linked Records in Major Security Incident Management](https://www.servicenow.com/docs/UQvZiFC9DqKWKX5KKQIwPw "Use Linked Records Configuration to store the information of task tables that can be used to link/promote/propose to Major Security Incident.")
* [Configure Rollup Records in Major Security Incident Management](https://www.servicenow.com/docs/9eu8e6Eam7vQOe4fzwglrQ "Configure Roll up records in Major Security Incident Management to control the information, which will be rolled up when the source record is linked/proposed/promoted as Major Security Incidents.")
* [Configure List Layout in Major Security Incident Management](https://www.servicenow.com/docs/xQN9l~z~JkKN8cPgqDDKBw "Configure list layout to customize the layout and labels used in Major Security Incident Management workspace such as Incident Impact, Linked Records, and Threat Intelligence tabs.")
* [Perform on demand atomic rollup](https://www.servicenow.com/docs/Ot5f8sN78VS7PvaJM5joDg "Rollup framework cannot handle updates to the existing linked records. In such cases, on demand atomic rollup should happen for linked records, which can be achieved via business rules.")