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<< Click to Display Table of Contents >> Navigation: Introduction > 4. Link to Problem custom action in Tickets List |
•This custom action is configured on ‘Tickets’ list and will be invoked on Tickets with which existing Problems needs to be linked.
•Tickets list has a ‘Related Problem’ lookup column pointing to (Problems) list.
•When action is invoked, it will prompt the user to select the ‘Related Problem’.
•Selected problem will be linked to Ticket on which custom action is invoked.
Instructions for Link to problem custom action
1.Open a Ticket to link with Problem from Tickets list view. 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

2. Click ‘Link to Problem’ custom action from Ticket display form as shown below:

3. A ‘Related Problem’ dropdown shows all the open problems.

4. Select a Problem from dropdown to link with the Ticket.

5. Worklog of Ticket gets updated when a Problem is linked with Ticket.

6. ‘Related Problem’ (lookup column to Problems List) of the Ticket gets updated and it will contain Problem which is linked with Ticket.

7. Worklog of Problem (selected in ‘Related Problem’ of Ticket) gets updated. It will contain the ‘Ticket Id’ of Ticket linked with the problem.
