Open subcase without being able to see parent case
I would like to allow one operator to open a sub-case and work on it, but this operator shouldn't be able to see the parent case.
How can I achieve this? I tried removing the permissions to Open and Modify the parent case for the Access Group of this operator, but if I do this, the operator can not open the sub-case either (the system says that they don't have the permission to do that).
Accepted Solution
Pegasystems Inc.
IN
Hiding it from sub case by overriding section is the configurable way. If we wanted to enforce this as a best practice, these will be internal rules, not py.
Also, Case Manager portal is shipped as a template and is supposed to be customized as per needs.
As far as LSA exam is considered, It won't get any remarks (or negative marks) as long as you handle security using both.
Also when you mentioned initially not to hide ever, could you send me the Pega Academy link that mentioned not to do it this way.
Pegasystems Inc.
IN
Could you share your configuration settings for controlling security (screenshots)?
Ideally, you should do it by hiding the parent case ID from the case header and also securing based on role.
Pegasystems Inc.
IN
It's the basic UX rule not to show links which you cannot access. And best practice is to do both and that's why I mentioned AND (to do both)
Pegasystems Inc.
IN
I am saying this is the best practice to hide the link and control it via access roles both.
Can you elaborate what you mean by the procedural way here?
Asurion
US
Doing any coding or customization when something is available configurable way. I consider that as procedural way. I never heard Pega recommending this way.
If i do the way you suggested in next LSA exam. Will i be get passed or remark will be given?
Accepted Solution
Pegasystems Inc.
IN
Hiding it from sub case by overriding section is the configurable way. If we wanted to enforce this as a best practice, these will be internal rules, not py.
Also, Case Manager portal is shipped as a template and is supposed to be customized as per needs.
As far as LSA exam is considered, It won't get any remarks (or negative marks) as long as you handle security using both.
Also when you mentioned initially not to hide ever, could you send me the Pega Academy link that mentioned not to do it this way.
Asurion
US
Buddy.. come on Pega is tool. Pega's LSA's should tell me where it is written. What if i will show my Pega LSA exam remarks? Will you accept it?
That is the reason why Pega is a big messy and low performance tool.
Pegasystems Inc.
IN
Only reason I was asking for reference was to get it corrected in case it was documented anywhere or provide you the correct information.
I would also appreciate if you can provide more feedback on what you meant by messy and low performance tool and I would try my best to provide a solution to your problem and also it will help improve the product.
And as far as our basic discussion is concerned, I still stick to my remarks about not showing the link upfront when you know end user does not have access to it.