How do you have a link field (CI) automatically add the item to the child tab (CI) when selected?[Uploaded File]

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    This document covers how to configure a link field that allows users to select an item from a drop-down and have it also create the relationship that can be viewed in the appropriate tab. This can be done using a combination of link fields, quick actions, and workflows. This will cause the drop-down to behave like the Employee object does when selecting different teams.

     


    Resolution

     

    This document covers how to configure a link field that allows users to select an item from a dropdown and have it also create the relationship that can be viewed in the appropriate tab. This can be done using a combination of link fields, quick actions, and workflows. This will cause the drop-down to behave much like the Employee object does when selecting different teams.

     

    The below example is specific to having a dropdown for a default CI.Service and have it also appear on the CI tab.

     

    Creating the Link Field

     

    1.   Create a link field. (DefaultServerLink)

    2.      Set the relationship for the field to match the data you are attempting to set. If you are looking for the data to appear on a tab, the relationships should be the same. (IncidentAssociatedCI)

    3.      If the target is a subtype, choose the desired selection as the Targeted Selection (CI.Server)



     Creating the Quick Action


     With the field created, a quick action can be built to link it.

    1.       Create a new quick action in the base object that you will be doing the linking in. (Incident#)

    2.       If you want it to show up on a tab, you will want to be sure to use the same relationship as the child tab. (IncidentAssociatesCI)

    3.       The RecId of the link field should be an exact match as the object you are creating the link for. (CI.RecId == Incident.DefaultServerLink_Recid)

     

     

    Creating the Workflow

     The trigger is done via Workflow, as a normal business rule will not trigger the link.

     

    1.        Create a workflow in the base business object. (Incident#)

    2.       The trigger will watch for an empty value in DefaultServerLink_RecId. If there is a value, then the workflow will fire.

    3.       The workflow only needs to fire the quick action, requiring only a Start, QuickAction, and Stop workflow block.

    4.       The QuickAction block fires the action you created earlier.

     

    When you select a ‘Default Server’ the item is also added to the ‘CI’ tab