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Locking stand-alone cases

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Ensure data consistency by defining a locking strategy that applies in scenarios when a case type is a stand-alone case, a child case, or a parent case. By configuring multiple locking settings at once, you ensure that your case type meets access and security requirements in every scenario.

For example, in an insurance application, you can define a locking strategy for a Body injury case type to define how locking works when the case type is a stand-alone case or a parent for a Review medical records case type. At the same time, you can configure locking behavior when the Body injury is a child of a Car accident case type. As a result, you save time because you provide configurations for different use cases at once.
  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the Process category, and then click Case Type.

  3. Open a case type that you want to edit.

  4. On the Advanced tab, in the Locking section, define the locking strategy when this case type is a parent case or a stand-alone case:

    Choices Actions
    Only one user can access a case
    1. Select Allow one user.

    2. Optional:

      To adjust the time-out value to your needs, in the Time out value time-out duration mins. field, enter how many minutes a lock remains on a case.

      The default value is 30.

      Note: Your application locks the case for a time-out duration or until the user submits or closes the case.
    Multiple users can access a case simultaneously
    1. Select Allow multiple users.

      Providing multiple users with access to a case is necessary if you want users to access cases offline.

      Note: Your application preserves the changes that the first concurrent user makes. All other users who work on the case receive notifications and must review the changes before they can submit any updates.
  5. Optional:

    To leave a parent case unlocked when this case type is a child case, select the Do not lock the parent case when the child case is being performed check box.

  6. Click Save.

  • Understanding case hierarchy

    Before you start visualizing your business cases, analyze the relationships and interactions between them. When you think about the outcome that you want to achieve, decide whether you need to create only one template to complete your work, or several templates for smaller results that add up to your ultimate goal. Analysis of your business needs helps you make the most of the tools that Pega Platform provides and create the most efficient solutions.

  • Case types

    Save time and maximize efficiency when you implement similar business processes by defining case types. A case type is a visual representation of your business process, and a template for work that you can reuse for multiple instances of your business process. By creating a case type, you define the ultimate goal of a business process, the path that the case must follow to a resolution, the people who are involved in processing the case, and the data that the case requires.

  • Securing case access

    Improve the security of your Microjourney by configuring case access. When you define what case types and attachments a user can view and edit, you ensure that only the appropriate case workers can acquire specific information about your business processes.

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