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Automating Cases Links in Torq: See the Bigger Picture
Automating Cases Links in Torq: See the Bigger Picture

Learn how to automatically manage links in Torq cases.

Updated over 2 months ago

Automatically link cases to provide comprehensive visibility for analysts reviewing them. When an analyst reviews a case, they will see it has related cases, which may also require examination.

Linking related cases helps build a comprehensive understanding of the incident landscape. Learn the basics here.

Automatically Manage Links: Essential Steps

Efficiently manage case links using steps provided by Torq:

  • Link cases

  • Unlink cases

  • List case links

  • Update a link

Automate Case Linking

Use the Link cases step:

  • Provide the IDs of the cases to link. A link is created between two cases.

  • Specify the relation between the cases: Parent of, child of, duplicate of, duplicated by, blocking, blocked by, or other.

  • Optionally, add a description for the link.

Practical example: Link cases based on shared tags

  1. Trigger Workflow on Tag Updates: Utilize the Tags updated workflow trigger to run a workflow when a tag is added or updated on a case.

  2. Retrieve Related Cases: For each tag that is added or updated, use the Query cases step to fetch all cases that have it.

  3. Link Cases: For each case retrieved, create a link to the case that got the tag update.

  4. View Linked Cases: After the workflow completes, all cases that have the tag will be visible in the Linked Cases tab of the original case.

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Triggering Workflows on Link Updates

Use the Link updated workflow trigger to execute a workflow whenever a link is created, updated, or deleted.

Practical example: Retrieve information from linked cases

  1. Activate Workflow on Link Changes: Use the Link updated workflow trigger.

  2. Add Trigger Condition: Specify the workflow to activate only when a new link is created.

  3. Gather Linked Case Information: If cases A and B are linked, use the List case links step to gather other cases linked to each.

  4. Notify Assignees: Inform the assignee of case A about other cases linked to case B, which may also relate to case A, and vice versa.

Link updated trigger example

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