Create

Updated on 11 Dec 2023
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Easily analyze the records relationship with a newly created record!

Create a new record in relationship with already existing record. Add new records and define relationship without modifying the already existing record. It helps in increased data integrity and improved scalability.

Use Create Utility to easily create related record across application or across module or different form in same module or a the same form.

User Persona: Application Designer

Let's explore the following use-case.

Use Case

User Persona: Application Designer

Solution

The Application Designer Fredrick wants to create an interface so where an Analyst can create a new Service Request from an already existing incident so that it helps in to relate the context of newly raised SR.
The incident INC413 was logged which mentions that end-user is unable to start the computer. After analyzing, Analyst gets to know the problem is with laptop. The Analyst should be able to raise an SR on behalf of end-user without losing the track of the already raised incident INC413.

To achieve this functionality, Fredrick, the Application Designer can drag and drop the Create Utility under Form Actions on the Form Designer canvas. Configure the required properties and Create Utility. Select the Application as ITSM, Module as Incident Management, Form as Incident Details and Form Relationship (Create new form relationship) as Convert to SR, Alias Name as Create Service Request.

Click + symbol to create a new link for the selected form.

Configure Create Utility

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