To associate one case with another:
-
In either the Current Case panel or the Case Details view, open a case that you want to associate with another case.
For details on opening the Case Details view, see Open the Case Details View. For details on opening the Current Case panel, see Work with the Current Case Panel. -
In the Associated Cases section, search for the other case and create the association by doing one of the following:
|
Action |
Description |
|---|---|
|
Use the Select a Case list |
|
|
Use the Select a Case dialog box |
|
Any filters that you use in the advanced Select a Case dialog box are also applied to the simple Select a Case menu for future searches. The filters remain in place until they are removed from the advanced dialog box. Whenever filters are applied, a blue counter displayed to the right of the Select a Case list indicates how many of them are in place.
After the case association has been created, the Associated Cases sections are updated accordingly for both cases.