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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Step 3. Create UI actions for the Source Table for a Security Case

Create UI actions for the source table for a Security Case.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Definition > UI actions.

  2. Run the Filter option to filter out the list by Application: Major Security Incident Management and Table: sn_si_incident.

Image omitted: ui-actions-step3.png
UI Actions for linking records
  1. Select each UI action one by one and save the details for the source table.
Image omitted: ui-action-change-source-table-step3.png
Change source table
  1. Repeat the steps for the following UI actions:

    • Link to Major Security incident
    • Proposed Major Security Incident
    • Unlink from Major Security Incident
    • Promote to Major Security Incident

Parent Topic:Rollup example use case implementation for a Security Case