Parent-Child Case Form
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10-02-2024 08:27 AM
Has anyone put a solution in place for this requirement?
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.
I appreciate any insights you can share—thank you!
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