3 Replies Latest reply on Jan 29, 2020 10:58 AM by AnneMarie Goyvaerts

    Create and Link Incident to Change Request

    Joshua Lenning
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      Does anyone know a method to create either of these buttons for use on the Change Requests Details tab/Linked Incidents related list?  The goal is that we can quickly create Incidents that will be linked to a Change Request without having to use the linking process manually.

       

      "Create New Incident" which would behave similar to "Create New Task". Once the Incident is Saved, the 2 records would be linked automatically.

      "Create and Link Incident to Change Request" which would behave similar to "Create and Link Task to Change Request".