Associate multiple install base items to a case

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • In the Customer Service Management application, you can associate one or more related install base items to a case to access all items associated with the parent install base item.

    Before you begin

    Role required: sn_customerservice_manager and admin

    Procedure

    1. Navigate to All > Customer Service > Cases > All.
    2. Open the case that you want to associate the multiple install base items to.
    3. Open the Affected Install Base Items related list.
    4. Select Edit.
    5. From the existing list of install base items in the Collection box, select the install base that you want to add by selecting the right arrow.
      The install base that you select is displayed in the Affected Install Base Items List box.
    6. Select Save.