How to open multiple assignments at a  time ?

Hello Please help me in understanding the above question.

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August 27, 2015 - 11:00am

If I am understanding your question correct : It is about multiple assignments for the same case.

We have two locking modes at Case Type level :

  • Default (This has always been the default mode)
    • In this mode, we get the lock on WorkObject/Case as soon as someone clicks on assignment to perform. So in this mode only one assignment can be opened at a time.
  • Optimistic (This is newly introduced in 7.1)
    • In this mode, we get the lock on WorkObject/Case when someone submits the assignment. So in this mode multiple assignments can be opened.

This configuration can be done in Case designer.

Let us know in case you have any other questions.

August 27, 2015 - 11:11am
Response to rawap

Thanks your information was so helpful !

August 27, 2015 - 11:34am


Can you give me a little more detail about what you are trying to do? Do you want a single user to open all the assignments? Do you want the assignments to all be related to a single work object or multiple objects? Are you trying to do this from a single user action or just allow them to open assignments as they see fit? All of that can be done.



August 27, 2015 - 11:40am
Response to MikeTownsend_GCS

my question was for  single user to open all the assignments?

August 27, 2015 - 3:31pm

Hello.  If you use the standard case manager or case user portals, you can open multiple assignments by clicking the assignment numbers from your work list.  Each will open in a separate tab so you can have multiple assignments opened simultaneously.  /Eric

March 14, 2016 - 8:52am
Response to ericosman_GCS

User would like to review the multiple tasks of a case at the same time.

Do we have any work around to open multiple assignments for a same case at a time by configuring default locking ?

March 14, 2016 - 10:56am

If you're trying to act on multiple assignments, the bulk-processing tool may be of use to you.

If you're trying to view a cross section of info from multiple cases, for example suppose there were a "number of cars sold by this dealer" field on each case and you wanted to view the values for a whole bunch of cases, I would suggest you make a report rule the gathers and presents the results.  /Eric