Select or create records in a related list

When a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.

Before you begin

Role required: none

Procedure

  1. Open the record to work with records in a related list, such as a problem record.
  2. Locate the related list, for example, Incidents.
  3. To select existing records, complete the following steps.
    1. Click Edit.
    2. Using the slushbucket, select the records to associate with the current record.
      When you select a record, information about it appears below the Collection list to help you identify the record to select.
    3. Click Save.
  4. To create a new related record, complete the following steps.
    1. Click New.
      A new form for the related table opens, for example, the incident form.
    2. Complete the form and click Submit.
      The new record is added to the related table and to the related list of the record.