3. Create Problem custom action in Tickets List

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3. Create Problem custom action in Tickets List

This custom action is configured on ‘Tickets’ List. This action will be invoked on the Ticket to create new Problem.

A new window is opened with Problem New form. In this form ‘Category’ and ‘Issue Type’ columns data gets populated from Ticket on which custom action is invoked.

Instructions for Create Problem custom action in Tickets list

1.Open a Ticket from Tickets list view to create new Problem. To open a Ticket:

Go to Home Page -> Go to Quick launch on Left Side of Home page -> Navigate to Tickets Header -> Click ‘All Tickets’ to open Tickets List View

LinkTicketToProblem-10

2. Click on three dots eclipse on right side of Ticket display form. From the dropdown click ‘Create Problem’ custom action button as shown below:

LinkTicketToProblem-11

3. New Problem form will open in separate window with ’Category’ and ’Issue Type’ populated from Ticket on which custom action is invoked. Enter detail and click ‘Save’ button to create a problem.

LinkTicketToProblem-12