Discussion
Skandiabanken
SE
Last activity: 1 Jul 2015 1:04 EDT
Open a Assignment for Multiple users in read only mode
Hi ,
We are having a below specification regarding Open a WO in read only for multiple users at the same time.
it can be accomplished by using optimistic locking mechanism ,but we had couple of concerns with optimistic locking. like "Agents and services such as SLAs and bulk actions can update a case that is being worked by an operator. When the user attempts to save work, the update will fail."
Specification :
1) Multiple users should have the ability to open Work Objects is read only mode at the same time
2 While one / many users have work object in read only mode, one of the users should be able to enter 'edit' mode for the WO .
3 User in edit mode would be able to resolve the case w/o error .
4 If a user in Read Only mode attempts to transfer the case to him/her self where the WO was recently resolved by another user, and error should be generated indicating the case has been resolved .
Please share a feasible solution to achieve the above specification by doing any customization in case of default locking mechanism.
Thanks,
Brahmesh.
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Pegasystems Inc.
US
Hello Brahmesh,
We suggest using the out of the box Review Harness, which provides the feature of reviewing cases in read only mode.
Pega Academy Support Team,
Lu
Virtusa Corp.
US
1) you can review harness to view work object data in review mode.
2) any of the user who opened the case n review mode can be edited providing a button on the review harness screen and you can put some previleges to these button. When one user tries to open by clickign on the button acquire the lock of the case, if it is already locked by another user it will throws error, which you can handle in that activity called on that button.
3) the user can resolve the case from where it was placed earlier.
4) if you are placing the transfer functionality you can check before transfer about the status of the work object and throw an error case already resolved.
Wipro Ltd
AU
Hi Bramesh,
1) Multiple users should have the ability to open Work Objects is read only mode at the same time
--> As suggested by everyone, we will have a review harness for all the users to open a Work Object in read only mode.
2 While one / many users have work object in read only mode, one of the users should be able to enter 'edit' mode for the WO .
--> Using the below screen shot, one of the user will be able to enter 'edit' mode for the WO .
3 User in edit mode would be able to resolve the case w/o error .
--> After updating the WO, you might resolve the case using the below option (Save)
4 If a user in Read Only mode attempts to transfer the case to him/her self where the WO was recently resolved by another user, and error should be generated indicating the case has been resolved .
Hi Bramesh,
1) Multiple users should have the ability to open Work Objects is read only mode at the same time
--> As suggested by everyone, we will have a review harness for all the users to open a Work Object in read only mode.
2 While one / many users have work object in read only mode, one of the users should be able to enter 'edit' mode for the WO .
--> Using the below screen shot, one of the user will be able to enter 'edit' mode for the WO .
3 User in edit mode would be able to resolve the case w/o error .
--> After updating the WO, you might resolve the case using the below option (Save)
4 If a user in Read Only mode attempts to transfer the case to him/her self where the WO was recently resolved by another user, and error should be generated indicating the case has been resolved .
--> Dont provide the transfer or Claim option when the case has been resolved or display proper error message saying that the case has been resolved when the user tries to claim the case
Skandiabanken
SE
Thanks to all for sharing the approaches.
I do agree on whenever user opens a work object by Search box then case would be displayed in review mode, where WO’s are not getting locked ,Hence multiple users can open it at a time.
As per our App process, all work objects gets routed to the WB ,and any of the user can act upon it by pulling it up through GetNextWork or directly from work basket.
By configuring the Default locking mechanism(V7.1.6), user holds the lock on assignment by opening it from WB/WL itself ,so locking exception is comes up for other users who are trying to open the same assignment.
From my perspective ,following are major blockers of this specification:
1) Assignment to be opened in read-only mode for all users when it gets opened.
Assumption :it can be done by displaying the flow action in read-only mode by using FLAG /Privileges.
2) Assignment shouldn't be locked by simply opening it by users, and users should be acquired the lock until & unless takes any action explicitly (like Edit button).
Thanks to all for sharing the approaches.
I do agree on whenever user opens a work object by Search box then case would be displayed in review mode, where WO’s are not getting locked ,Hence multiple users can open it at a time.
As per our App process, all work objects gets routed to the WB ,and any of the user can act upon it by pulling it up through GetNextWork or directly from work basket.
By configuring the Default locking mechanism(V7.1.6), user holds the lock on assignment by opening it from WB/WL itself ,so locking exception is comes up for other users who are trying to open the same assignment.
From my perspective ,following are major blockers of this specification:
1) Assignment to be opened in read-only mode for all users when it gets opened.
Assumption :it can be done by displaying the flow action in read-only mode by using FLAG /Privileges.
2) Assignment shouldn't be locked by simply opening it by users, and users should be acquired the lock until & unless takes any action explicitly (like Edit button).
Assumption: I’m thinking to release the lock forcibly(during assignment open) by calling OTB unlock activity at Pre-Processing of the flow action,and if user want to edit/approve the assignment then user has to click on edit button where WO gets locked by current requestor.
Please share your suggestions & let me know if need more information regarding this.
Thanks,
Brahmesh.
Pegasystems
It sounds like you want to use optimistic locking. You can set a case type to use optimistic locking in the Case Designer.
Infosys
AU
Hi Brahmesh,
You summed up most part of the scenario, how ever little changes are required.
1) Assignment to be opened in read-only mode for all users when it gets opened.
Solution: Use Optimistic Locking.
2) Assignment shouldn't be locked by simply opening it by users, and users should be acquired the lock until & unless takes any action explicitly (like Edit button).
Solution: Use Actions --> Claim / Edit. Configure the menu item to acquire the lock for the case. Set PRIV / FLAGS so that if another user tries to get the lock, either option is not shown or displays appropriate error messages.
Hi Brahmesh,
You summed up most part of the scenario, how ever little changes are required.
1) Assignment to be opened in read-only mode for all users when it gets opened.
Solution: Use Optimistic Locking.
2) Assignment shouldn't be locked by simply opening it by users, and users should be acquired the lock until & unless takes any action explicitly (like Edit button).
Solution: Use Actions --> Claim / Edit. Configure the menu item to acquire the lock for the case. Set PRIV / FLAGS so that if another user tries to get the lock, either option is not shown or displays appropriate error messages.
Pros: Most part of the solution is OOTB with very little customizations
With this, even SLA agents cant update the CASE or WO as it is locked. Later on broken queue item can be examined or deleted as the need would be for SLA items.
Cons: If any user say U1 directly submits the CASE with out clicking Actions-->Claim/Edit, and no other user has claimed the lock, then changes made by U1 woudl be submitted by acquiring lock and other users would see error screens when acquiring lock.
To negate this, we can customize Work-pyCaseActionAreaButtons to not include any action buttons like Submit and then in the work section include a Button equivalent to Submit action, and check if user has acquired Lock, if yes, contine with Finish Assignment else, ask user to acquire lock by Clicking Action --> Claim / Edit and then Submit. Little Extra work :(
Vamshi
Skandiabanken
SE
Hi ,
Thanks for sharing the information.
I can't use Optimistic Locking mechanism ,since it's has couple of issues related data integrity while Case/WO is processing in batch requestor.
@ Vamshi : Could you please elaborate about Claim / Edit user actions, Are they OOTB actions?
Services Australia
AU
Hi
I do not see if there any OOTB action, we need to write one for our selves.
BTW, once you write this util, we can use Optimistic locking with out worrying about batch processing
Vamshi