en:advisor:link_tool






  1. Click on the Link button or the Related Cases button1) to open the window to edit relationships:



  2. To add one or more related cases, click on the Add button, the following window will open:



  3. Select Case to link: Click on to open the Advanced search:



    Select from the list and click on Use selected record.

  4. After the case selection:

    1. Category will be autocompleted.

    2. Fill in the fields:
      Relationship type: to define the type of relationship.
      Enter the Title(Subject) and Description of the relationship between cases.








1)
from the case management console
  • en/advisor/link_tool.txt
  • Last modified: 2021/07/13 17:43
  • by adminnancy