Which do I use, when, to “Select Record from List” & “Select Record from Related List”?

Standalone Record from a list or primary module or selecting records from a parent record to see all child related information.

• • “Select Record from a List”
    Use this to pick records from a standalone list or primary module.
    Examples:
    • Choosing a high-priority incident from the “All Incidents” list.
    • Selecting a problem ticket from “All Problems.”
  • “Select Record from a Related List”
    Use this for records linked to a parent record.
    Examples:
    • Picking a child incident from the related incidents tab of a major incident.
    • Selecting a task from the tasks list within a change request.

  Quick Tip:

  • Navigate via a global or module list? Use “Select Record from a List.”
  • Accessing records within a parent record? Use “Select Record from a Related List.”