Using relationship quick actions
You can perform various quick actions, as described in the following table, depending on the record type of the selected related record.
The following table shows the Relationship quick actions:
Quick Action | Applicable record type | Purpose |
|---|---|---|
Explore CI | CI | Explore the CI and its relationships to other CIs. For details, see Exploring-CI-relationships. |
Get Related Relationships |
| Pull relationships from the selected records to the current CI. |
Modify Relationship Type |
| Modify the relationship between the selected record and the current CI. |
Show Related Services | CI | See the list of business services that are affected by the selected CI. |
To use a relationship quick action
- Open a CI, as described in Using-search.
- Click the Relationships tab.
- To show another related record type, select the appropriate type from the Show Related list, such as Incidents.
- Select a record.
- From the Quick Action list, select the action, and click Execute.
The quick action is performed.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*