Create a Custom Related List in ServiceNow
There are a few ways to create a custom-related list
But first of all, let's clarify what related lists are.
Related lists in SN are these:
Related list: Defined related lists provide a list of any records you want at the bottom of the form.
For example, a simply defined related list that lists other rooms on the same floor may be placed on the Room form. This helps you quickly navigate between them.
For more explanation & other examples have a look at this article.
Key takeaway:
This functionality depends on reference fields or many-to-many table relationships. If two tables are related via the system dictionary, one can appear as a related list on the other.
Best practice:
Before creating a related list or relationship, verify that there is not an existing relationship record that already provides the needed information.
Steps
- Navigate > System Definition -- Relationships
- Click New
- Specify the relationship record fields
- Click Submit
Applies to table: on which table you want to see the related list
Queries from table: from which table you want to show the data
current: queries from table
parent: applies to table
Script:
Navigate > Change requests
Add the related list to the change form via the context menu > Configure > Related List:
In the change form of any change request you should now see the Incident by Requester Related List:
Note:
This method assumes that there is already a relationship between the two tables (applies to table & queries from table).
Second method
Now, imagine that you don't have a relationship between the tables that you'd like to have a related list.
For instance, you want to populate a related list on a custom table (let's call it - Credit Bucket) that queries the task time worked table.
What to do then?
Easy.
Create a reference field on the task time worked table and refer it to the custom table:
Congrats!
You have just created a relationship between those two tables.
On the custom table, you can now populate the related list via the context menu > Configure > Related List:
How cool is that?!
Note:
Via this route, you don't have much control over which data to query specifically like with the first method.
Note:
The same principles apply to custom-scoped apps!
Note:
How to identify who modified the related list configuration?
Answer:
A quick fix to rollback the modified default view:
Import the default related list from a different instance (i.e., Hotfix) into the current one.
Thanks for reading and till next time!
Source:
https://www.dancovic.com/2023/12/create-custom-related-list-in-servicenow.html