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Using Transactional-SharedComponents.xlsx to populate the Service or CI fields in an incident, problem, known error, or change

To populate the Service and CI fields of an incident, problem, and known error, or to update the Service field only of a change, you use the fields in the SHR_LoadAssociations tab of the Transactional-SharedComponents.xlsx spreadsheet.

The SHR_LoadAssociations tab of Transactional-SharedComponents.xlsx spreadsheet contains the following fields:

  • Request Identifier - To
  • Request Identifier Type - To
  • Relationship Type
  • CI Type of Relationship
  • Request Identifier - From
  • Request Identifier Type - From

Note

Fill in the Type of Relationship field only to create an association that updates the Service or CI. Fill in the rest of the fields (required fields are highlighted in green) to complete the association, even if you do not fill in the Type of Relationship field.

Related topic

Updating the Service and CI fields

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