Constellation Tips: Reference Parent case info from Child case view

[Chunzhi_Hong]

Use case: Users wanted reference parent case info from the child case’s tab in summary pannel.

Configuration details:

1. Create a “Case Reference” type field (e.x. MyParentCase) which pointing to the parent case.
   
   

Constellation 101 series

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2. Create a Trigger type activity (e.x. SetMyParentCaseId) which sets the case ID of the parent case.
   
   

3. Create a Declare Trigger rule which is updating parent case ID whenever .pxCoverInsKey is updated.
   

   

4. Add parent case info via parent case reference field. (you need to drill down to the target view through parent case reference field)
   

   

[MarcCheong]

see discussion on UX Expert Circle Constellation Tips: Preview parent case from child case list view | Support Center

@IainTollemache