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Parent-Child Case Form

tindiz
Giga Guru

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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