Rollup example use case implementation for a Security Case
The following steps explain an example use case on how to add support to link/propose/promote to Major Security Incident for a Security Case table.
- Step 1. Create linked record configuration for a Security Case
- Step 2. Create a view for modal window for a Security Case
- Step 3. Create UI actions for the Source Table for a Security Case
- Step 4. Create a view for a new Linked Record Tab for a Security Case
- Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users
- Step 6. Create business rules for a Security Case
- Step 7. Create rollup record configurations