Question

Restricting access to particular case types.

Hi,

In my application I have 10 case types, I want a particular user to have access to only 8 out of 10 case types and some other user can access all 10 case types.

Please help me on this, How to implement this?

Thanks

Vatan

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Pega
December 31, 2015 - 4:02am

December 31, 2015 - 4:38am
Response to sahup1

Hi Phani,

Thanks for the reply. I have tried the approach given in the article but still user is not restricted to the particular case types.

Pega
December 31, 2015 - 4:40am
Response to vatank77

could we please try with Access deny rules...

Pega
December 31, 2015 - 1:14pm
Response to vatank77

Can you also share screenshot of your Access Manager landing page for the case type you are trying change/restrict access.

Pega
December 31, 2015 - 1:31pm
Response to rawap

Giving no access to "Open" for that case type for all roles should work. This will create/modify Access of Role to Object instance for the case type class and giving 0 to Open instances access control.

You can try the same setting manually. Let us know if this helps

We can help with screenshots if needed.

Pega
April 27, 2016 - 2:23pm
Response to rawap

This is exactly what I want to do.  Can you provide screen shoots? 

December 31, 2015 - 1:30pm

Access Manager should be straight forward and work as per configuration. If not, try this:

Each case type eventually have one starter flow. So, you can go to your starter flow (Pega 7 and above it's pyStartCase if you leverage Case Designer) rule definition, Process Tab and use Start Conditions and/or security options. If you use security option, only users who have at least one of the privileges listed to use this flow.

ProcessTab_FlowRule.jpg