Constellation Tips: Preview parent case from child case list view

Discussion

Chunzhi_Hong

Member since 2013

PEGA

Posted: 3 days 23 hours ago

Last activity: 3 days 23 hours ago

Posted: 18 Apr 2025 6:41 EDT
Last activity: 18 Apr 2025 6:53 EDT

Use case: Users wanted to stay on the child case's list view while previewing parent case info.

preview-parent-case

Configuration details:

1. Create association between the child case and the parent case in Dev Studio.

associate-child-parent

2. Add parent case ID column into the report definition which sources child case's list view.

report-associate-parent-case-id

3. Add parent case ID to the child case's list view using associated column.

add-associate-parent-case-id-list-view

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