---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Link an engagement to an onboarding case

# Link an engagement to an onboarding case {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Link an engagement to an additional onboarding case on the same account to track all onboarding work for the engagement in one place.

## Before you begin

* The engagement and the onboarding case must already exist and belong to the same account.
* Role required: sn_acct_lc.agent
{#account-lifecycle-link-engage-onb-case__ul_v1r_mvf_tkc}

## About this task

Use engagement onboarding links when one engagement covers more than one onboarding case. You can start from either record. For background, see [Engagement onboarding links](https://www.servicenow.com/docs/txwiuY5MgCtuvQTKqRLdcg "Link an engagement to more than one onboarding case to see all of the onboarding work for that engagement in one place.").  
Note:  
Users with the `sn_acct_lc.customer_success_viewer` role can view links but can't create them.

## Procedure

1. Open the record to start from.  
   * To start from an engagement, open the engagement record. See [Engagement home page](https://www.servicenow.com/docs/DkL6fVtuf9XjRcJX1rtJzg "This page provides detailed information of an engagement including internal and external stakeholders, upcoming touchpoints, initiatives, and blueprints.") for details
   * To start from an onboarding case, open the onboarding case in the Account Onboarding Workspace view.
   {#account-lifecycle-link-engage-onb-case__ul_link_start}
2. Find the Engagement Onboarding Links related list.  
   In the contextual side panel, select the Related Items tab and expand Engagement Onboarding Links.
3. Select Create.
4. On the form, select the other record to link.  
   The record that you started from is already filled in and is read-only.
   * If you started from an engagement, select the onboarding case in the Onboarding Case field.
   * If you started from an onboarding case, select the engagement in the Engagement field.

   {#account-lifecycle-link-engage-onb-case__ul_link_pick}

   The list shows only active records on the same account that aren't already linked to the record you started from.
5. Save the record.  
   The link appears in the Engagement Onboarding Links related list on both the engagement and the onboarding case.