Related Item Navigation
Related Item Navigation is a CSM feature for viewing a Major Business Object's related items directly from an integrated Related Item pane in the current record.
You can configure and enable Related Item Navigation for any Major Business Object in the Business Object's Form Arrangement Editor. By default, Related Item Navigation is already enabled for the Incident and Problem Business Objects. CSM supports Adaptive Layouts for Related Item Navigation to provide an optimal user experience across a range of devices. The Form Arrangement Editor also allows you to preview the layout of the Related Item pane to confirm its impact on the rest of your Business Object form.
| Tab | Description |
|---|---|
| Communication | Send email messages from the current Business Object record. Features include integration with the CSM Address Book, formatting options, and file attachments. |
| Solution Search (CSM Browser Client only) | Run a search for an existing solution in Knowledge Sources (examples: Known Errors, Open Incidents, Knowledge Articles). The Search Results display matching Knowledge Sources by relevancy. |
| Attachments (CSM Browser Client only) | Import files into the current Business Object record. After files are imported, you can preview images and download or delete files. Supported file types are configured in CSM Administrator. |
| Chat | Create Slack channels directly from the current Business Object record, enabling users to view and participate in discussions in Slack without leaving CSM. |
Good to Know
In OOTB content versions 10.0.x, 10.1.x, and 10.2.0, the Related Item Navigation feature is enabled for the Incident and Problem Business Objects. If you have a mApp Solution that was created on a content version earlier than 10.0.0, and it overwrites or merges with Incident or Problem (such as the Managed Service Provider mApp Solution), review the Related Item Navigation within these Business Objects before you publish the mApp Solution Blueprint. Verify that you need all items within the Related Item Navigation and remove any tabs that are not for reference purposes. Thoroughly test functionality, especially in the CSM Browser Client.