Cases: Related Cases prebuilt module

What is the Case Related Cases module?

The Case Related Cases module is a prebuilt component that can be added to a Case Template. It displays all related cases associated with Accounts that are attached to the Case. You can attach an Account by using the Attach Object to Case step in a Workflow. You can define logic that governs when it appears.

If the Case is associated with multiple Accounts (e.g. when used for KYB), this module displays a separate list of related Cases per Account.

How do you add a Related Cases module?

1. Navigate to the Dashboard, and click on Accounts > Type.

2. Find and click on the Case template you want to edit, or Create a new type.

3. Navigate to the Tab you want to add the module to. Click an empty space to view the Component Library.

4. In the right panel search for ‘Related**.**’

5. Drag and drop the Related Cases module into your layout and reposition it by dragging it around.

6. On the right toolbar, you can change the settings:

   1. Under Module Layout, you can change:

      1. Dynamic height: Module will grow or shrink to fit its contents.

      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about Cases: Visibility Configuration here.

         

7. Click the “Delete” button if you want to remove the module from the Case UI**.**

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Case Related Cases module component by plan

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