Rollup example use case implementation for a Security Case

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
• Step 2. Create a view for modal window for a Security Case
• Step 3. 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
• Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users
• Step 6. Create business rules for a Security Case
• Step 7. Create rollup record configurations

• Step 1. Create linked record configuration for a Security Case
  Create a Linked Record configuration for a Security Case.
• Step 2. Create a view for modal window for a Security Case
  Create a view for modal window for a Security Case.
• Step 3. Create UI actions for the Source Table for a Security Case
  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
  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
  Add Access Control Lists (ACLs) for Major Security Incident Management workspace users.
• Step 6. Create business rules for a Security Case
  Create required business rules for a Security Case.
• Step 7. 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
• Configure Rollup Records in Major Security Incident Management
• Configure List Layout in Major Security Incident Management
• Perform on demand atomic rollup