Add Child Case to Parent UI Action - Help would be much appreciated

MateoBilandzija
Tera Expert

Hey Guys Community, does anybody ever used this UI Action "Add" for Adding related Child Cases to the Parent.
Its an OOB UI Action by the way.

I enabled it for testing a functionality in my non Prod Environment, but either I'm using it wrong or I missed something.

By me, it has no function - it shows up in the list actions menu but is also greyed out. Can it be that an other Operation blocks it. I don't found anything what could block it.

 

find_real_file.pngfind_real_file.pngfind_real_file.png

1 ACCEPTED SOLUTION

Maik Skoddow
Tera Patron
Tera Patron

Hi @Mateo Bilandzija 

having a active case opened in the record view, you will find that button at the related list "Child Cases":

find_real_file.png

 

After clicking on it you get an overlay with a list of other cases which can be selected to be moved as child cases for the parent case in the background:

find_real_file.png

 

Kind regards
Maik

View solution in original post

4 REPLIES 4

MateoBilandzija
Tera Expert

@Maik Skoddow Hi Maik do you maybe know what im missing out 🙂

Maik Skoddow
Tera Patron
Tera Patron

Hi @Mateo Bilandzija 

having a active case opened in the record view, you will find that button at the related list "Child Cases":

find_real_file.png

 

After clicking on it you get an overlay with a list of other cases which can be selected to be moved as child cases for the parent case in the background:

find_real_file.png

 

Kind regards
Maik

Hello @Maik Skoddow, Is there any way that we could have a similar button on the portal view related list?

MateoBilandzija
Tera Expert

Like always, extraordinary help from you @Maik Skoddow 

Jesus - stunned how dumb my thinking was haha

Thank you