Attaching a Case to a Parent Case

On the Parent/Child tab, click the attach this case to a parent case link. The following tab becomes available, and its caption reads Parent Case:

In the New Parent Case ID textbox, enter a case ID and click Verify. If the case verifies positively, the tab will change to the following:

At this point, you can:

The potential parent case may not verify positively if it is already a child of another case.

Note: The Back link will take the user to the Parent/Child tab and effectively abandon the attaching operation.

Once the new parent case is selected and verified, the parent-child relationship can be established by clicking Attach button. As a result, the tab will show:

The same tab appears for all cases which have a parent case.

To select a new parent case from a list of available cases, click Find in the New Parent Case section of the Parent Case tab. A new Select Parent Case for screen opens:

Click Use/Done to verify the case you have selected.

See Also

Parent-Child Cases

Dovetail Agent vs. Clarify

Detaching a Case from Parent Case

Changing the Parent Case

Attaching Multiple Child Cases to a Parent Case

Managing Child Cases for a Parent Case

Using Parent-Child Cases in Dovetail Agent and Clarify Client

Next

Detaching a Case from Parent Case

Attaching a Case to a Parent Case