Replication views from parent to child cases

See attached -

Replication views from parent to child cases.docx (1.13 MB)

@IainTollemache hope below article may help.

@Chunzhi_Hong Thank you - It is though this should be easier. Thanks Iain

@IainTollemache a great article from @Chunzhi_Hong! The key thing here is we are not copying the information down into the child, you wouldn’t want to do this. By creating a case reference on your child case, you can then access all the views and data from your parent to show how you like.

Case Hierarchy in '25

The Constellation Design System’s primary way of interacting with a Parent Case if via the Breadcrumb trail in top left

In '25 they are adding a new widget, to help navigate more complex hierarchies.

This will show the cases, hierarchies and allow you to use the Preview capability to see more details about that case.