Creating records from the Relationships tab

You can use the Relationships tab to create records to relate to the current CI. Only users with a permission of Asset Admin can relate one CI to another. If the applicable application is installed, users with a permission of Asset User can relate CIs to incidents or other records.

To create a record from the Relationships tab

1. Open a CI, as described in Using search.
2. Click the Relationships tab.
   To see relationships to the current CI, select an option from the Show Related list.
3. From the Request Type list, select the type of record you want to relate.
   If you selected Asset Record, select a CI type from the CI Type list. For a description of each CI type, see CI and relationship types.
4. Click Create.
   The dialog box or the form that appears depends on your selection. If you select Asset Record, the Select Relationship Type dialog box appears.
5. From the Relationship list, select the relationship between these two CI records, for example, Component.
6. Click OK.
7. In the Select Relationship Type dialog box, from the Show list, select Parent or Child.
   • To set the related CI as a parent of the current CI record, select Parent.
   • To set the related CI as a child of the current CI record, select Child.
8. Click OK.
9. In the Show Related field of the Relationships tab of the CI, select the appropriate item, and click Search.
10. If the selection criteria for the table includes the CI that you related, it appears in the Current Relationships table.
11. Click OK.
12. In the new CI Information form, complete the required fields, and click Save.