Child Case record enhancement

tindiz
Giga Guru

In the "sn_customerservice_case" table on the Case record, there is a Related List for Child Cases.

The requirement is that when users click the "New" button, a page should display all the fields from the Parent Case for selection.

After users select the desired fields, they will click the "Submit" button to create a Child Case.

The selected details from the Parent Case fields will then be copied into the new Child Case.

Could you please assist me in implementing these requirements?

 

tindiz_0-1727764088129.png

 

1 REPLY 1

Mr_X
Mega Guru

Hi @tindiz ,

 

Create one display business rule and in advanced tab under condition field write below code.

current.isNewRecord() && current.parent != ''

you can get the rquired field values from the parent using parent field. In this way you can populate child field values using parent record fileds.

 

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