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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

  • Incident
  • Problem
  • Known error
  • Solution database entry
  • Change request

Pull relationships from the selected records to the current CI.

Modify Relationship Type

  • Incident
  • Problem
  • Known error
  • Solution database entry
  • Change request

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

  1. Open a CI, as described in Using-search.
  2. Click the Relationships tab.
  3. To show another related record type, select the appropriate type from the Show Related list, such as Incidents.
  4. Select a record.
  5. 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*

Remedy Asset Management 9.0