I am having a world of issues trying to create child cases from parent cases through a workflow. I thought this was a simple workflow but I am missing something. I'll show what I have done. I need help on how this is actually suppose to be set up?
Step 1: Create a simple workflow that creates a Child Case based on a basic criteria (first part is only completed.)
Step 2: Set Properties of the Child Case, set fields to equal the Parent Case. (This doesn't work unless I set the field equal to a case using the lookup. I am using {Case Title(Parent Case{Case))} and {Customer (Parent Case{Case))} neither or which seem to work.
Step 3: Save & Close/Activate the Workflow and Run it as "On Demand" from the case. Workflow is now a "Real Time Workflow"
Issues: Note the Customer Field below contains an account, however I need it show a Contact which fails as well.
Step 4: Switch it back to a Background Workflow > Activate
Issue: I get an error that the "Case is missing a customer" on the Process Session
Step 5: To Test the field Change the field to set a default Customer to"A. Datum Corp," instead of the {Customer (Parent Case{Case))} field in workflow which runs fine creating a new case but none of the fields from the parent case are moved over. (ex. "Case Title" or "Parent Case" fields. The case is orphaned and no relationship is set nor is the Title?
