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Absent Member.
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Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interaction

Hello there,

 

I need to relate existing interactions (SD0001) to open interactions (SD00002), we have the Related Records tab in the interaction form but it only allows to relate incidents, changes, problems, knowledge , requests. Im using Service Manager 9.40

Do you know if this is possible? Can you please please please help me?

 

I attached on image for more reference : D

 

 

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Acclaimed Contributor.
Acclaimed Contributor.

Re: Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interac

Intresting cutomization.

Relaition contains "screlation" table, "source.filename" and "depend.filename" field define which tables will be relaited

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Absent Member.. Absent Member..
Absent Member..

Re: Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interac

Yes, it's possible. I had this request at another customer.

You need to add a new relatationship type (Interaction to Interaction) in the screlationtype table. Use the existing relationship types as a model.

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Absent Member.
Absent Member.

Re: Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interac

thank you!

Let me try this, wish me luck 🙂

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Absent Member.
Absent Member.

Re: Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interac

thank you, i'll try this and let you know 🙂

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Acclaimed Contributor.
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Re: Create a new Link Type for the Related Records tabs, relate existing Interactions to one Interac

 

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