When a case is associated with a parent case, it signifies a relationship between
cases. The relationship can be a grouping of similar cases for easy tracking, or a division of
one case into multiple cases for various users to resolve.
Required Editions
| User Permissions Needed |
| To view cases: |
Read on cases |
| To view parent cases: |
Read on cases |
| To add, edit or delete hierarchy columns: |
Modify All Data |
A case hierarchy shows cases that are associated with one another via the Parent
Case field. In the case hierarchy, child cases are indented to show that they're
related to the parent case above them.
- To view the hierarchy for a case, click View Hierarchy next to the
Case Number field on the case detail page.
- To specify that a case is associated with another case, edit the case and type the case number of the parent in the Parent Case
field. Alternatively, you can click the lookup icon to search for a case's case number. A
parent case must exist before it can be specified in the Parent Case
field.
- To create a case that is automatically associated with a case whose detail page you're
viewing, click the New button on the Related Cases related list. From the
New dropdown button, Classic users can choose to create either a blank case or a
case with information from the parent case.
