How do I create a parent / child relationships for Cases?
|Knowledge Article Number||000005662|
|Description||How do I create a parent / child relationships for Cases?|
|Resolution||To create a Parent/Child relationships for Cases you must modify your Case Page Layouts and Field Level Security for the "Parent Case" field. Follow the steps below:
To add "Parent Case" field to the Page Layout:
To set Field Level Security for "Parent Case" field:
To add the "Related Cases" related list on the Page Layouts:
Other things to consider: Do you want the Parent Case field to have Case History tracking?
Begin creating case hierarchies by selecting a parent case for your child case. You can view the entire case-hierarchy by creating a case report, grouped by 'Parent Case'.