Need Option to Link Existing Case to an Incident

[lvenna]

Hello Community,

We have a requirement to link an existing Case record directly from the Incident form. Currently, the platform provides a related-list option to create a new Case from an Incident, but there is no out‑of‑the‑box functionality to attach or associate an existing Case to the Incident.

On the Case form, however, we do have an option to associate an Incident from the Case side. We are looking for the reverse capability — the ability to select and link an existing Case while working from an Incident.

Has anyone implemented this functionality or identified a recommended configuration approach to enable linking existing Cases from the Incident form? Any suggestions, best practices, or guidance would be greatly appreciated.

Thank you!

[Dr Atul G- LNG]

Hi @lvenna 

We have a requirement to link an existing Case record directly from the Incident form. Currently, the platform provides a related-list option to create a new Case from an Incident, but there is no out‑of‑the‑box functionality to attach or associate an existing Case to the Incident.

Atul: You can edit the list control and bring the Edit button on related list instead if creating the custom field.

[lvenna]

Hello @Dr Atul G- LNG ,

I was trying to add the edit option to link the case from Incident form. It looks like we do not have an option to modify list control. I have attached the screenshot. 

Thank you,

Laxma.

[Dr Atul G- LNG]

Hi @lvenna 

It should work. Are you applying in the correct section of the application?

[lvenna]

Hello @Dr Atul G- LNG ,

Yes, I am on the correct application. 

Thank you,

Laxma.

[Dr Atul G- LNG]

No idea, mate. Try other related lists and see if that works; otherwise, log a Now Support case.