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Question

 Vamsi Thatavarthi (Vamsi.Thatavarthi)
ING Bank

ING Bank
NL
Vamsi.Thatavarthi Member since 2014 40 posts
ING Bank
Posted: Jan 2, 2018
Last activity: Jan 2, 2018
Posted: 2 Jan 2018 7:12 EST
Last activity: 2 Jan 2018 9:23 EST
Closed
Solved

How to avoid a User from creating a Case manually

I have 2 cases where one Case2 gets created from Case1. I don't want users to manually create Case2 from Create. How can I hide Case2 from Create menu?

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Case Management

Accepted Solution

Posted: 6 years ago
Posted: 2 Jan 2018 7:40 EST
Karthik Veerlapati (VEERK)
PEGA
Senior Software Architect, Platform Engineering
Pegasystems Inc.
IN

Create menu displays all the cases which are listed in Application rule > Cases & data tab and checkbox is checked. By un-marking the checkbox for case2, it can be hidden from create menu.

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Posted: 6 years ago
Posted: 2 Jan 2018 8:46 EST
Neha Mittal (NehaM498)
J.P. Morgan Services India PVT Ltd
Software Engineer III
J.P. Morgan Services India PVT Ltd
IN

HI,

you can check the privileges of the PegaRules:user4, may be you can check at Security->Access Role Name and looking for the user4 role when you open up the instance you will see all the access granted to this role. 

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