Updated local lock functionality during workflow routing

Summary

Added local lock functionality in workflow configuration (Enhancement 27333869)

Description

To enable local lock when routing cases to another workflow state, a new check box, Local Lock Case on Route is added in Console > Workflow > Rules.

The existing check box, Lock Case on Route, is renamed as Global Lock Case on Route.

Note:

When you check the Local Lock Case on Route check box, the Global Lock Case on Route check box is automatically checked.
When global and/or local locks are enabled, the cases are automatically locked while being routed to another workflow state in the following scenarios:
  • You route the case to another workflow state from the case form.
  • You route one or multiple cases from:
    • Route Multiple Cases in Worklist > New
    • Route Multiple Cases in Worklist > Open
    • Route Case(s) in Case Actions > Open > Select single case
    • Route Case(s) in Case Actions > Open > Select multiple cases

A configurable backend parameter, CMN_PROFILE_ENTERPRISE.MAX_ROWS_SELECTED_ROUTING, is introduced to set the limit of cases that can be routed at the same time. By default, it is set to 50. On selecting and routing more cases than configured, a warning message is displayed.

Case global and local locking, during workflow routing respects the user configurations of Allow Locking of Cases and Allow Local Locking.

For the cases qualifying for Japan (Local Potential Reportable Case), when you attempt to deselect the Local Lock check box in the locking window and the workflow rule has both Global lock On and Local lock On, the following warning message appears Local lock is required when routing as per workflow rule. Do you still want to proceed with unchecking Local Lock?.

When multiple cases are routed together, only those cases that qualify based on the user access and workflow configuration are locked globally and/or locally. Other cases are not routed and a warning message is displayed.

If Local Lock is not enabled in the system, then the Local Lock Case on Route check box is disabled in the configuration screen.

For additional details, refer to ArgusSafety843_CaseForm_Console_Updates_Summary.xlsx.