Limit case to be performed only from the currently assigned person
Hi All,
I have a simple requirement at first glance - restrict a case to be edited only from the person assigned to it.
We have a case type (let's call it Task Management) where cases (Task) are created.
They travel thru several stages - Prepare, Complete, Review.
When a task is created on the first stage it is assigned directly to an operator. We do not use work queues. When the person from the prepare stage is done with the task it moves to the Complete stage where it is assigned to a different person.
Now, the requirement is that the assigned person from the Prepare stage is not allowed to modify the task once it is assigned to the other person from the Complete stage.
What have I tried? Good question, here is the answer:
- Roles & Personal - it provides restriction only for the access group. I want to restrict the case edit when it is not assigned to a specific person, not access group.
- Security tab of the stage flows & privileges in the access groups - same as above.
Hi All,
I have a simple requirement at first glance - restrict a case to be edited only from the person assigned to it.
We have a case type (let's call it Task Management) where cases (Task) are created.
They travel thru several stages - Prepare, Complete, Review.
When a task is created on the first stage it is assigned directly to an operator. We do not use work queues. When the person from the prepare stage is done with the task it moves to the Complete stage where it is assigned to a different person.
Now, the requirement is that the assigned person from the Prepare stage is not allowed to modify the task once it is assigned to the other person from the Complete stage.
What have I tried? Good question, here is the answer:
- Roles & Personal - it provides restriction only for the access group. I want to restrict the case edit when it is not assigned to a specific person, not access group.
- Security tab of the stage flows & privileges in the access groups - same as above.
- Use pxAssignedToMe access when rule for the Task management class in the respective access role- it limits you to edit other people's assignments, however it also blocks you from performing your own tasks. It looks like after you click on "Submit" on the perform screen of your task, the access when rule is called again after the assign page is removed & Pega returns an error that the check cannot be performed due to NULL Clipboard page.
- Use AssignedToMe access when rule in the access role- you are still able to perform assignments down in the case lifecycle, because you will be listed as the pxUpdateOperator once you perform it. So if you complete the "Perform" stage of the task, you are sill allowed to edit it in the "Complete" stage because the rule checks if you are the UpdateOperator in the second line. If that line is removed we face the same issues as pxAssignedToMe with a different error.
- Use Access of Role to Object - same issue as using AssignedToMe.
So, as you can see I would really love some insights on how I can achieve this requirement.
As a side note - we are using Pega 8.5 with Cosmos for this app.
Thanks in advance!
Regards,
Petar