How Case Locking works in Pega 8

Today in this post your will learn How Case Locking works in Pega 8.

Case Locking:

In most situations, when a user is working on a case, other users are locked out of the case until the first user submits their case.

This locking strategy prevents potential conflicts when a user attempts to submit cases that are already updated.

Pega case locking

Allow One User:
  • it is the default locking option in Pega.
  • Its locks the case when an operator opens the case.
  • If the second operator tries to open the same case, they get a message that the first operator locked the case.
  • The second operator can open the case in review mode only.
  • By default the system locks the case for 30 minutes or until the user submits or closes the case.
Allow Multiple Users:
  • This option enables both the operators to open the case.
  • A lock occurs only when the user submits the case.
  • When two operators are working on the same case, the changes to the case are made by whoever submits the case first.
  • The second operator clicks a refresh button in the message to get the new changes made by the first operator.
  • The changes made by the second operator are not applied until the second operator submits an action after the refresh.
Case type hierarchy:
  • In a case type hierarchy, you configure case locking on the top-level parent.
  • When child cases are created, the parent’s lock settings cascade down through all the child case types.
  • You can override the locking setting  at the child case level. This lets users make concurrent updates to parent cases and their child cases without conflict.

child case locking setting

Note: If you set the locking option to Allow multiple users on the top-level parent case type, then all the child cases use the Allow multiple users locking option. You cannot override the setting at the child case level.

Hope your learned about How Case Locking works in Pega 8.

Leave a Reply

Your email address will not be published. Required fields are marked *