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:

  1. Find and open a source entity that's attached to a case.

  2. Select the Entities tab.

  3. Right-click in the Entities area or select the Options icon > Select Add Existing Case Entities.

  4. Select the type of entity you want to add in the Entity type drop-down.

    Select the Expand icon to see more options.

  5. Enter text in the Filter field to further narrow the results.

  6. Press Enter of select Refresh.

  7. Use either of these methods to select the required entities:

    • Drag an entity from the Available entities ... area to the Selected area.

    • Drag an entity from the Recent area of the Navigator to the Selected area.

  8. Specify the relationship for each entity you've selected:

    1. Select the cell in the Relationship column.

    2. Select the required option in the drop-down.

  9. Select Save.

    The selected entities display under the source entity's Entities tab.