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Pegasystems Inc.
JP
Last activity: 12 Sep 2025 4:03 EDT
Constellation Tips: Reference Parent case info from Child case view
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)