This component will add the metadata necessary to establish a parent-child relationship between cases. These 'Sub' or Child cases will be removed from the main list blocks. For example, you will not see subcases listed directly under the Company tab context. A tab will be added to the Case tab group that will list all the subcases for that parental case. It is assumed that the subcases will belong to the same company and person context as the parental case.
It adds the following:
1) A new field case_parentcaseid to the cases table.
2) It adds the new field to the screen CasesWebPicker.
3) The view vListCases is altered to remove the display of subcases.
4) A new view called vChildCaseList is created to list subcases.
5) A new List block, ChildCaseList, is added that is based on the new view.
6) The case tab group has a new RunBlock action added to call the ChildCaseList block and display the subcases under a parental case.
This component was tested with Sage CRM 2025.
