Use a UI action to create a record

You can create a record on one table based on information contained in a record on another table, for example, create a change request from a problem record.

Before you begin

Role required: itil

About this task

Three record UI actions are available in the base system.
  • Incident forms have Create Problem
  • Incident forms have Create Change
  • Problem forms have Create Change

Procedure

  1. Navigate to an incident or problem record to be created from.
  2. Right click the form header.
  3. Click the desired UI action.

What to do next

The new record opens, and you can complete the information and save it.