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Question

 Cloe Walker (CloeW938)
IT Solution Service

IT Solution Service
SG
CloeW938 Member since 2018 227 posts
IT Solution Service
Posted: Sep 11, 2023
Last activity: Sep 22, 2023
Posted: 11 Sep 2023 6:20 EDT
Last activity: 22 Sep 2023 22:07 EDT
Solved

Child case creation from Add Work menu in parent case

Hello,

 

We have just noticed that child case can be created from "Add Work" menu in the parent case work flow, at any stage. This violates our business requirements and we need to disable this OOTB functionality but can't find where this setting is. Can someone please tell me where to configure this, and whether this is enabled by default? None of my team seems to have enabled this explicitly.

Child case creation from AddWork menu

 

Regards,

***Edited by Moderator Rupashree to add Capability tags***
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Pega Platform 8.8
Case Management

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  • Cloe Walker

Accepted Solution

Posted: 1 year ago
Updated: 1 year ago
Posted: 22 Sep 2023 21:32 EDT
Updated: 22 Sep 2023 22:07 EDT
Kensho Tsuchihashi (KenshoTsuchihashi)
PEGA
Senior Project Delivery Leader
Pegasystems Inc.
JP

@CloeW938

Check Instantiation settings in your Case Type rule. This setting appears only when the case type is configured as child case. If Manual instantiation is checked as below screenshot, you will find the child case creation menu in Actions. This checkbox is off by default.

Manual instantiation

Thanks,

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