Parent/Child for HR Case

lwatts · ‎06-27-2017

Is there a way to setup parent/child relationships for HR Case. I know for Incidents you can click Configure > Related Lists and then add then select Incident > Parent Incident. I am not seeing an option like this for Hr Case (HR Case > Parent HR Case).

Is this the preferred method for creating Parent and child cases. I haven't found any clear directions on how to set this up properly so users will have the ability to open a new case, designate it as a master (parent) and link other similar cases to it. Any comments/state changes made on master cases would flow to child case.

If anyone has any ideas let me know.

Thank you,

Lorenzo

Michael Ritchie · ‎06-27-2017

Cool glad you got the right related list going. The functionality you describe of updating the children is out of the box and part of Incident Management. There is a specific Parent Incident field and this is managed in a business rule called "Update Child Incidents". This functionality doesn't exist on Task because there are field differences but you can definitely clone the Update Child Incidents business rule and set it against the HR Case table and modify it to your needs.

Please mark any of these posts helpful and/or the answer to your question so others can benefit.

View solution in original post

Michael Ritchie · ‎06-27-2017

Out of the box the HR Case table extends task and one of the features of task is there is a Parent field. So you can add the HR Case->Parent related list and then set the Parent attribute to another HR case.

lwatts · ‎06-27-2017

I am not seeing HR Case -> Parent in the list of available related list items.

Michael Ritchie · ‎06-27-2017

Could it already be selected? The related list shows up as "Child Cases".

lwatts · ‎06-27-2017

It is not selected (see below), would this have to be pre configured somewhere else first.

List of available HR Case lists