Associate an existing case with an email interaction
Avoid duplicate case creation by associating an existing case with an email interaction.
[Omitted video] Description: Associate an existing case with an email interaction
Before you begin
Role required: sn_customerservice_agent or sn_customerservice_manager
About this task
The interaction must be in a closed complete state before it can be linked to an existing case.
Procedure
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Navigate to All > CSM/FSM Configurable Workspace.
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Select the List icon ([Omitted image "List_icon_eaai_new.png"] Alt text: List icon).
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In the Interactions section, select My Interactions.
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Open an email interaction.
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From the top section, select the More Actions icon ([Omitted image "Ellipses-icon.jpg"] Alt text: More Actions icon).
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Select Associate Record.
The Create New Interaction Related Record tab is displayed.
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Select the case number from the Task drop-down list.
You can select the search icon ([Omitted image "Search_icon_eaaI-new.png"] Alt text: Search icon) to view additional information about the task.
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Select Save.
Result
The email interaction has been linked to an existing case and displays in the Related Tasks section.
---
title: Associate an existing case with an email interaction
description: Avoid duplicate case creation by associating an existing case with an email interaction.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/associate-existing-case-with-email-interaction.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [Email Interaction for CSM]
breadcrumb: [Using Email Interaction for CSM, Customer communication, Use, Customer Service Management]
---
# Associate an existing case with an email interaction
Avoid duplicate case creation by associating an existing case with an email interaction.
\[Omitted video\] Description: Associate an existing case with an email interaction
## Before you begin
Role required: sn\_customerservice\_agent or sn\_customerservice\_manager
## About this task
The interaction must be in a closed complete state before it can be linked to an existing case.
## Procedure
1. Navigate to **All** > **CSM/FSM Configurable Workspace**.
2. Select the List icon \(\[Omitted image "List\_icon\_eaai\_new.png"\] Alt text: List icon\).
3. In the Interactions section, select **My Interactions**.
4. Open an email interaction.
5. From the top section, select the More Actions icon \(\[Omitted image "Ellipses-icon.jpg"\] Alt text: More Actions icon\).
6. Select **Associate Record**.
The **Create New Interaction Related Record** tab is displayed.
7. Select the case number from the Task drop-down list.
You can select the search icon \(\[Omitted image "Search\_icon\_eaaI-new.png"\] Alt text: Search icon\) to view additional information about the task.
8. Select **Save**.
## Result
The email interaction has been linked to an existing case and displays in the Related Tasks section.
| title | Associate an existing case with an email interaction |
| description | Avoid duplicate case creation by associating an existing case with an email interaction. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/associate-existing-case-with-email-interaction.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | Email Interaction for CSM |
| breadcrumb | Using Email Interaction for CSMCustomer communicationUseCustomer Service Management |