Requests › Create a Parent/Child Relationship

Create a Parent/Child Relationship

Records entered in the system can be related to other records entered into the system. For example, entering a request could result in the entry of two additional requests in an attempt to resolve the original request. The original record entered is referred to as the parent, and the additional records entered as a result of attempting to resolve the original record are referred to as children.

It is helpful to record these relationships between records in the system. The Parent/Child tab on the Request Detail page lists the parent record of the request (the record that resulted in the creation of the request record), as well as any children of the request (records entered as a result of attempting to resolve the request).

To create a parent/child relationship for a request

1. On the Service Desk tab, select the desired request from the Request List page.

   The Request Detail page displays.

2. Select the Parent/Child tab, and click Update Children.

   The Request Children Search page displays.

3. Complete one or more search fields for related request records, and click Search.

   The Request Children Update page displays those requests that match your search criteria.

4. Select the related requests from the list on the left , and click .

   The selected requests are added to the Children list.

   Note: Use the CTRL or SHIFT keys plus the left mouse button to select multiple requests.

5. When all related requests are in the Children list, click OK.

The Request Detail page displays with the selected requests listed under Children in the Parent/Child tab.

More information:

Close All Children