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Overriding the locking strategy of a child case

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

To meet your unique business needs and customize how your application manages concurrent updates to child cases, override a child case locking strategy. By default, a child case inherits the locking strategy from its parent case. When you customize the locking strategy for child case types, you deliver a flexible application and speed up case resolution.

For example, you can create a parent case type that represents reviewing an insurance claim after a car accident, and a child case type that processes vehicle damage. You can configure locking on the parent case type so that only one user can access it at a time. You can then override the locking strategy and allow multiple users to edit the child case type so that multiple customer service representatives (CSRs) can work simultaneously to provide information about the vehicle damage.
Before you begin: Create a case type hierarchy. For more information, see Creating a child case type.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Settings tab, click Locking.

  3. Customize the locking strategy:

    Choices Actions
    Allow multiple users to access a child case type when only one user can access a parent case type Select the Allow other users to access parent case when the child case is opened check box.
    Change the default timeout duration In the Time out value time-out duration mins. field, enter how many minutes a lock remains on a child case.
    Note: Enter a time-out value for the child case that is lower than the time-out value of the parent case.
  4. Click Save.

  • Managing concurrent access to a case

    Improve efficiency of your business processes and ensure that users can bring a case to a successful resolution by setting a locking strategy for parent case types to reduce the risk of losing updates to cases that users make simultaneously.

  • 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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