Adding related lists to a module
Related lists enable staff members to link records of a module to another module in the Remedyforce Console. For modules that are available in the View menu in the Remedyforce Console, related lists of other frequently-linked modules are provided out of the box. However, you can also configure related lists for additional modules based on your requirement. For example, to enable staff members to link related incidents to an incident record, add the Linked Incidents related list to the Incident object.
You can also edit related lists to add or remove fields or buttons that are displayed in the list. For more information about buttons that you can add to related lists of different modules, see Valid buttons for related lists of modules.
Note
Same related lists are shown in the Incidents and Service Requests modules because both the modules are based on the same Incident object.
To add a related list to a module
- Click the Remedyforce Administration tab.
- On the Home page, click the Manage Objects tile, and from the menu select, Create and Edit Objects.
- From the Objects list, select the object to which you want to add the related list.
For example, say you want to add the Linked Incidents related lists to theIncidentobject. - In the Create and Edit objects page, click any option.
On the Custom Object: <Object> page, go to the Page Layouts section.
For example, you can click Field Sets on the Create and Edit Objects page, the Custom Object: Incident page is opened in another browser tab. Navigate to the Page Layouts section.
Click Edit for the Remedyforce <Object> Console version 1.0.
For example, Remedyforce Incident Console version 1.0.- Click Related Lists.
- Drag the related list that you want to add to the object.
- You can also add buttons to a related list to perform actions such as creating a new record or link an existing record. For more information about buttons that you can add to related lists of different modules, see Valid buttons for related lists of modules.
- Click Save.
The related list is shown in the Record Details section.
Valid buttons for related list of modules
The following table lists the modules and the buttons that you can add to the related list of these modules.
Note that the following buttons are not supported in the related list of modules.
- Select and Link Incidents to Broadcast
- Create and Link Incident to Broadcast
- Create new Incident
| Module | Related list | Button |
|---|---|---|
| Incidents | ||
| Linked Change Requests | Create and Link Change Request to Incident Select and Link Change Requests to Incident | |
| Linked Knowledge Articles | Select and Link Knowledge Articles to Incident | |
| Linked Problems | Create and Link Problem to Incident Select and Link Problems to Incident | |
| Linked Configuration Items and Assets | Select and Link to Incident | |
| Linked Tasks | Create and Link Task to Incident Select and Link Tasks to Incident Create New Task | |
| Linked Releases | Select and Link Release to Incident | |
| Linked Incidents | None | |
| Change Requests | ||
| Linked Releases | Link Release to Change Request | |
| Linked Incidents | Select and Link Incidents to Change Request | |
| Linked Knowledge Articles | Select and Link Knowledge Articles to Change Request | |
| Linked Problems | Select and Link Problems to Change Request | |
| Linked Services, Configuration Items and Assets | Select and Link to Change Request | |
| Linked Tasks | Create New Task Create a Task and Link to Change Request Select and Link Tasks to Change Request | |
| Knowledge Articles | ||
| Linked Incidents | New | |
| Linked Services and Configuration Items | Link CI to Knowledge Article | |
| Linked Change Requests | New | |
| Linked Problems | New | |
| Broadcasts | ||
| Linked Incidents | Create New Incident Select and Link Incidents to Broadcast Create and Link Incident to Broadcast | |
| Service Requests | ||
| Linked Change Requests | Create and Link Change Request to Incident Select and Link Change Requests to Incident | |
| Linked Knowledge Articles | Select and Link Knowledge Articles to Incident | |
| Linked Problems | Create and Link Problem to Incident Select and Link Problems to Incident | |
| Linked Configuration Items and Assets | Select and Link to Incident | |
| Linked Tasks | Create and Link Task to Incident Select and Link Tasks to Incident Create New Task | |
| Linked Releases | Select and Link Release to Incident | |
| Linked Incidents | None | |
| Task | ||
| Linked Services, Configuration Items and Assets | Select and Link to Task | |
| Problem | ||
| Linked Change Request | Select and Link Change Requests to Problem Create and Link Change Request to Problem | |
| Linked Incidents | Select and Link Incidents to Problems | |
| Linked Knowledge Articles | Select and Link Knowledge Articles to problem | |
| Linked Release | Select and Link Release to Problem | |
| Linked Services, Configuration Items and Assets | Select and Link to Problem | |
| Linked Tasks | Create New Task Create and Link Task to Problem Select and Link Tasks to Problem | |
| Release | ||
| Linked Change Request | Select and Link Change Requests to Release | |
| Linked Incidents | Select and Link Incidents to Release | |
| Linked Problem | Select and Link Problem to Release | |
| Linked Tasks | Create New Task Select and Link Tasks to Release Create and Link Tasks to Release | |
| Linked Services, Configuration Items and Assets | Select and Link to Release Automatically Link to Release | |
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