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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Contact > Related > Cases. Shouldnt this show all cases submitted by a contact?

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Posted on by 125

When I goto Account > Related > Cases I see all the cases associated with an account.  Shouldnt this also be the case for when I do the same with a contact?

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi JMAtoms,

    In navigation of Contact form(Contact > Related > Cases), the relationship is incident_customer_contacts, which builds relationship through 'customer' lookup field. 

    pastedimage1638235446745v1.png

    pastedimage1638235753046v4.png

    So it will show related cases that customer field is current contact.

    pastedimage1638235681768v3.png

     If one case that customer field isn't current contact, it can't be shown in the following sub-grid:

    pastedimage1638235647183v2.png

  • JMAtoms Profile Picture
    125 on at

    Hi Leah.  My 1:N Relationship matches what you have in your screenshot except for Type of Behavior.  When I try to set it to Configurable Cascading when I save it revers it back to Parental:

    pastedimage1638284710828v1.png

    Here is some additional information on this screen:

    pastedimage1638284738296v2.png

    pastedimage1638284759776v3.png

    I compared the settings to the Account entity for related cases and they appear to match.  

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