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. To use a relationship quick actionprovides instructions for applying the quick action.
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*