Question
Stratosphere Technical Consulting LLC
US
Last activity: 18 Feb 2025 11:34 EST
Conditional visibility of case type in Create menu on left nav of user portal
Need a way to hide a case type based on conditions/when rule for a case type to be show on UI for users on the Left hand navigation under OOTB + sign (Create menu) in Pega Constellation.
Updated: 17 Feb 2025 1:27 EST
Pegasystems Inc.
IN
There are 2 ways to enable conditional visibility of case type:
1. Add privilege to the Navigation rule- pyCreateMenu
2. Add more Filters to the Data Page used to populate the create case menu list - D_StartingFlows , using a Post processing activity.
Stratosphere Technical Consulting LLC
US
Thanks for the reply Aditi.
I have tried both already.
In constellation changes to pyCreateCase menu doesn't seem to work at all.
Updates to D_startingflows removes/adds the case type i want to the list, but it is not reflected in the UI unless user logs off and login again. It does seem to have an issue with refresh of the menu/navigation. I was trying to find a way to refresh that using DX API but not able to figure it out.