Question
Optum
US
Last activity: 8 Nov 2017 5:32 EST
Cancel Request WHEN Rule Not Working
Hello All: I am working with a specific Case Type. If the User did not create the Case, they should not be able to Cancel it.
This is working for other Case Types, but for one I am having an issue.
The configuration:
1.. Open Case Type. Click on the First Step, and click 'Open Process'
2. Click on 'Process'. Click button 'Open Case Type Definition'
3. Click on 'Stages' Tab
Usually, Local Actions are configured here, and, for other steps, an Allowed WHEN Rule is used. However, on the first step, even though there are NO Local Actions configured, there is a "CANCEL Request" item available, on the first step, in the Action menu.
For other Case Types, this is also the scenario. However, the Cancel Request option is not available for Operators who did not create the Request.
Is there another place this configuration needs to happen, that I am missing??
SiXworks Limited
GB
Trace it when you open the case, and open up the correct Case Type. It looks like you are opening the wrong Case Type in the document provided. Alternatively, you will (normally) be able to find the right Case Type from your class in the App Explorer.
There are a number of ways out-of-the-box to populate the Actions menu dependent on your context:
- Having multiple connector arrows coming off the current assignment shape (when the assignment is open)
- Having Local Actions configured on your current assignment shape (when the assignment is open)
- Having Case-Wide Local Actions and/or Supporting processes configured on the Processes tab of the Case Type rule
- Having Local Actions configured on a Stage in the Stages tab of your Case Type rule
You'll find the Local Action configured in one or more of the above places; Once you've found it, you can:
- If found in the Case Type rule, use a When rule to limit when the option is displayed
- If configured from a second connector or as a Local Action in an Assignment shape, configure who can select that option by using the "Security" tab on the called Flow Action.
Hope this helps,
Ben