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Example Components & Developer Resources Add Child Cases 2025
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  • -Example Components & Developer Resources
    • -Sage CRM 2025 Components
      • Add Budget Status Column 2025
      • Add Child Cases 2025
      • Add Company Tab Assistant 2025
      • Add External Attendees to Communication Summary Screen
      • Add Useful Saved Searches and Groups 2025
      • Company PeopleList Rebuild 2025
      • Create Admin Report showing Reports & Charts
      • Derived Fields Assistant 2025
      • Display Image on Person Summary Page
      • Example Case Workflow 2025
      • Import Quicklook DLL 2025
      • Label Browser tab with User Name 2025
      • New Example Opportunity Workflow 2025
      • Person Address Find 2025
      • Quick Setup and Configuration Assistant 2025
      • Sage CRM 2025 R1 - Column, Screen & List Reference
      • Sage CRM 2025 R1 - Metadata and database changes
      • Simple Date Changer for Demo Data 2025
      • Suppress Duplicate Meeting Records 2025
      • Update MailMergeRelatedInfo for Nested Mail Merge 2025
    • +Sage CRM 2024 Components
    • +Sage CRM 2023 components
    • +Sage CRM Labs

Add Child Cases 2025

ChildCases2025.zip

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.

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