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Overriding the locking strategy of a child case


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To meet your unique business needs and customize how your application manages concurrent updates to cases, override a child case locking strategy. By default, when the child case is open, an application puts a lock on a parent case. When you override the locking strategy of a child case, users can update the parent case even if the child case is open. As a result, users can resolve work faster and more efficiently.

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. Then you can override the locking strategy of the child case and allow users to work on a car accident review even if a child case to process vehicle damage is already open.

Additionally, you can define a lock duration for a child case that is shorter than a lock duration for a parent case. For example, if a lock remains on a parent case for 30 minutes, you can define a lock for a child case that lasts for 20 minutes, so that users can start processing a locked child case quicker. By default, a child case inherits a lock duration of a parent case.

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 users to access a parent case when another user works on a child case 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.
    Enter a time-out value for the child case that is lower than the time-out value of the parent case.
  4. Click Save.

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