SAP Knowledge Base Article - Public

3457818 - How To Add Entity as Predecessor or Successor to a Case

Symptom

You would like to understand how to add a specific entity as a predecessor or successor to a case.

Environment

SAP Sales and Service Cloud Version 2.

Resolution

In order to add an entity as a predecessor or successor to a specific case, you can follow the steps below:

  1. Navigate to Case work list.
  2. Open any case.
  3. Navigate to Related Entities tab.
  4. Under All Entities section, click Add Related Items.
  5. Select the type of entity from the available list e.g. Case, Sales Quote, Lead or Opportunity.
  6. Choose if this entity will be set as Predecessor or Successor.
  7. Choose the entity from the value help.
  8. Click Apply.

You can see the flow of entities via the History tab in the Document Flow section.

Keywords

Predecessor, Successor, Entity, Entities, Case, Leads, Sales Quote, Opportunity, History, Document Flow, Add Related Items, All Entities, SAP Service Cloud Version 2, SAP Sales Cloud Version 2, SAP Sales and Service Cloud Version 2, How To,  , KBA , CEC-CRM-CAS , Case Management for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2 all versions