How to show related Change Request in the Configuration item form


Description

 

How to display related Change Requests in the Configuration item form



Overview


There are two ways to associate related Configuration Items on a Change Request form:

  • Use the Configuration Item field, which will fill in the data of a specific record.

  • Use the Affected CIs related list, where you can add several Configuration Items. The record that was entered in the Configuration Item field will display in this related list by default.

To display the related Change Requests in the Configuration Item form, add the Affected By Task related list.

Process


  1. Navigate to Change > Create New and select Normal: Changes without predefined plans that require approval and CAB authorization.create a Normal Change Request.

  2. Insert a configuration item (for example, *BOW-IBM from the demo data) in the Configuration Item field and click Submit.

  3. Add some more Configuration Item records in the Affected CIs related list (for example, *ANNIE-IBM and *BETH-IBM).

  4. In the Affected CIs related list, select any of the Affected CI records.

    Note that there is no information about the related Change Request.

  5. Right-click in the Configuration Item form header and choose Configure > Form Layout.

  6. Use the slushbucket to add Affected by Task to the form and click Save.

    The related Change Request is listed in the Affected by Task field.

    Note – If you select Change Request->Configuration Item, the related Change Request will display only in the form of the record added in the Configuration Item field of the Change Request (in this example, *BOW-IBM). The forms of the other Affected CIs (*ANNIE-IBM and *BETH-IBM) will not display the Change Request.