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Configuring Case locking


1 Task

10 mins

Visible to: All users
Intermediate Pega Platform 8.6 Case Management English
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a candidate in parallel processes. The Human Resources (HR) department determined that multiple interviewers and all HR personnel need to access and potentially update the candidate case at any time. Human Resources (HR) requests that the application prompts the user to reload or close the case without saving if changes have already been committed by another user. 

The following table provides the credentials you need to complete the challenge.

Role User name Password
Senior System Architect SSA@TGB rules
Recruiter Recruiter@TGB rules
Employee Employee@TGB rules
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

Challenge Walkthrough

Detailed Tasks

1 Modify the case type to allow multiple stakeholders

  1. Log in as the SSA@TGB user with password rules.
  2. In Dev Studio select the Candidate case type.
  3. In the Settings tab, click Locking to select a concurrent access strategy.
  4. Click Allow multiple users to allow the first user to submit the case and notify all other users working on the case to review the changes before submitting new updates.
  5. Save your changes.

Confirm your work

  1. Create a new Candidate case and advance the case to the Interviews stage.
  2. Add the two interviewers in the following image and click Submit.
  3. Verify the two assignments are displayed. Note the case number.
  1. Log out of Dev Studio.
  2. Log in as the Recruiter@TGB user with password rules.
  3. On the User portal home page, in My Worklist, open the case you noted in step 3, and proceed to the Interview candidate form.
  4. Copy the Pega lab instance URL from the browser window.
  5. In the browser, log in using a different profile, or log in as a guest, to access the same lab instance with two users, at the same time. 
    Tip: The following image is an example of how to log in using an alternate profile in Chrome, however, settings vary by browser. You may also use a private browsing window to log in as Employee@TGB.
  6. In the alternate profile browser window, navigate to the Pega lab instance URL you copied in step 7.
  7. Log in as the Employee@TGB user with password rules and repeat step 6.
  8. Return to the Recruiter@TGB browser window to complete the interview rating and click Save.
  9. Return to the Employee@TGB browser window to complete the interview rating and click Save.
  10. Confirm that the following message displays to verify the Allow multiple users case locking strategy.
  11. Click Refresh to update the case and confirm you can now save your changes.


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