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You can connect a child case to a parent case. Once connected, you will be able to see this connection from either the child case or the parent case.

To connect a child case to a parent case, follow these steps:

  1. Save the Parent Case Number
    You will need to identify the parent case number in step #.

  2. Open the Child Case
    You can only create a parent/child relationship from the child case.

  3. Edit the Parent Case Field
    Click on the pencil icon

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  4. Search and Select Parent Case
    Once found, click Save

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  5. View Parent Case on Child Page

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  6. View Child Case on Parent Case

    1. Open Parent Case

    2. Click the Child Cases tab

    3. View Child Case

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