Create problem from incident

  1. From the form of the record in question, right click the form header bar.
  2. Select Create Problem.
    Note: This option is not available for incidents that already have a problem record.
    Figure 1. Creating a Problem from an Incident

    The new Problem form will display. At this point, the problem record is created in the system. Users do not have to save the Problem form to create the record.

    Figure 2. New Problem Form