Associations case type

Associations help you establish relationships between entities and case types. To define these associations, you can use the Associations case type. The Associations functionality can be launched in two different modes:

Standalone associations
From the context of an entity or case type

When launching standalone associations, you are first prompted to select the source entity or case type for which you want to define associations. Once you make the selection, you can choose the instance of the association and then define the associations.

With the second launch mode, you invoke the manage associations case from the context of the entity or case type. To manage associations in context, you click the Gear icon in the Associations widget. The Manage Associations view is displayed, as shown in the following images.