Add a Case Entity to a Source Entity
You can associate entities that are attached to a source entity of a case to another entity that's related to the case:
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Find and open a source entity that's attached to a case.
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Select the Entities tab.
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Right-click in the Entities area or select the Options
icon > Select Add Existing Case Entities.
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Select the type of entity you want to add in the Entity type drop-down.
Select the Expand + icon to see more options.
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Enter text in the Filter field to further narrow the results.
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Press Enter of select Refresh.
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Use either of these methods to select the required entities:
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Drag an entity from the Available entities ... area to the Selected area.
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Drag an entity from the Recent area of the Navigator to the Selected area.
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Specify the relationship for each entity you've selected:
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Select the cell in the Relationship column.
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Select the required option in the drop-down.
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Select Save.
The selected entities display under the source entity's Entities tab.