Question
HCL Technologies
NL
Last activity: 9 Apr 2024 11:56 EDT
Constellation : Controlling the visibility of case types in Web portal based on property on Operator record
I have a use case where the Operator Id has a field called Team which contains a team name. People from certain teams can only initiate certain case types. With constellation, in the web portal, there does not seem to be an option to provide a visibility condition when we add case types to Create icon. Can someone provide suggestions on how this can be implemented. Operators with multiple teams associated to them have the same access groups. So cannot have different portals with specific case types associated to access groups as access groups are same for all operators.
Accepted Solution
Updated: 9 Apr 2024 11:56 EDT
Pegasystems Inc.
GB
As you have stated above the Create menu configuration in App Studio does not have a per case visibility condition.
You could create a separate persona for the users who cannot create these cases and a different portal with only the cases they are allowed to create.
Adding Personas to organize users (pega.com)
You can control access to cases for different personas as detailed in the documentation below. If you disable the Modify access then the case would not appear in the menu for the persona.
Configuring access options for a Persona (pega.com)
If this is not possible as suggested in your post then you would need to look at using Role-based access control, and defining an Access When rule for the assigned user role to control the Write Instances access control for the relevant case class. If you are using Access Manager to manage security then you can also do this here by setting conditional access to the Modify permission for the case type Access Manager (pega.com)