Skip to main content
Skip table of contents

Service Desk - Associated Items

Associated Items

Associated Items Tab

The 'Associated Items' Tab appears on 'Projects' and 'Problems' records.

By clicking the

Add Association
button located immediately above the 'Associated Items' Grid, the User is presented with a comprehensive list of all the 'Incidents', 'Orders', 'Requests', and 'Estimates' currently in the system. Depending on the type of item the User has selected as the parent, only certain items may be added as a child record.

Projects:

  1. Service Orders
  2. Service Requests
  3. Incidents
  4. Incident Requests
  5. Estimates

Problems:

  1. Incidents
  2. Incident Requests

Users can choose to bundle as many items together as desired.

When the desired items have been checked, click the 

Save
 button at the bottom of the 'Add Associations' form. The new Associations appear in the 'Associated Items' Grid. Once the User saves the new 'Problem' or 'Project', it appears on the 'Service Desk' Grid.

Removing an Association is as simple as selecting the item in the Grid and clicking the

Delete Association
button. This removes only the Association, not the Associated item.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close