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Nationwide Building Society
GB
Last activity: 29 Sep 2025 14:31 EDT
Initiating multi-levels independent linked cases
I have a business requirement to create an independent case from within the context of another case.
The application is built on Constellation and contains three independent case types: A, B, and C. These case types are not in a traditional parent‑child hierarchy but are related through Link-Association records.
While working in a A case workflow, I need to initiate a completely independent B case and link it to the originating A case without losing the A context. The B case can be configured to open in a modal using the Create Stage.
The challenge arises when, from within the A workflow, we initialise a B case and then need to initialise a C case from that B case. A modal‑within‑modal (nested modal) is unlikely to be supported.
Please suggest alternative design solutions to support creating and linking independent cases in this scenario.
FusionAIx
NL
You can configure list views to list all the cases (type B) related to your A case. In there you allow creating more. The system than will add the A-id in pyAddCaseContextPage.pyID which you can use to report on.
In the background you can than do the same to initiate C-case. I would not recommend to allow modal in modal as that will just confuse the user.
Optionally you can use a data-type to capture some info as embedded data on the B-case and preform all actions after submit.
Nationwide Building Society
GB
@RonaldDeLignie Thank you. pyAddCaseContextPage approach works for the scenario.