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Microsoft Dynamics CRM (Archived)

Change Child case to another Parent Case

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Posted on by 85

Hi,

I would like to attach a Child case to a different Parent case. On the forum I was not able to get the right information. Can anyone help me how I'm able to perform this request.

Thank you

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  • DennisGroen Profile Picture
    85 on at
    RE: Change Child case to another Parent Case

    Hi Kokulan,

    Thank you for your inout. It helped me getting the right information on a request and being able to change the parent case.

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Change Child case to another Parent Case

    Hi Dennis ,

    If I am not wring , are you talking about multiple parent ? 

    There should be one parent account for each case , you can simply change the parent case lookup to change the parent.

    parentCase.png

  • Kokulan Profile Picture
    18,054 on at
    RE: Change Child case to another Parent Case

    Hi

    On your child case, there is a lookup field called Parent Case, if you set the parent case to this lookup, your child case will be linked to the parent case

    And when you open the parent case, it will be shown in the list of child cases

    Let me know if you need any screenshots on this

    Are you doing this manually or in a workflow or using other type of processes?

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