Subcase enhancements
E
Elaine Dennehy
Would love to see some enhancements to subcase functionality. I have this on my list a while and is based on 8.0.56 but I don't think the status of any of this has changed since (please advise if I'm incorrect)
* Since one can dynamically create multiple subcases it should be possible to impact the overall parent case Due Date based on the due dates of the subcases
* The same allocation rules that are possible for actions of a case, though available, they do not appear to work for actions of a subcase.
The following points would greatly help to limit potential mistakes a user can make and thus reduce support and training needs ...
* Ability to configure a tighter flow between subcases/parent cases e.g. Prevent users from creating subcases until certain points in the parent cases. At the moment sub cases can be created at the beginning of the parent case and this is not always desirable from a process perspective.
* Ability for us to configure restrictions on what sub cases a user can create dependent on the content of the parent care e.g. if a parent case was for particular context values then we should be able to configure that we don't want to give users the ability to create subcases with different context values. So when created the subcases the context values would be pre-populated and disabled to the user
Kamal Saran
open
Kamal Saran
under review
Kamal Saran
Elaine Dennehy - we are introducing the new capability of the automatic launch of a sub-case incoming 2019.3 release.
This is going to be achieved by adding a new automatic action type called - 'start new case'.
If you see below screenshot, this automatic action will allow you to select a sub-case to start on at any step in the case.
we are targeting to get preview release with functionality by month-end. I am happy to provide the preview to you for more feedback.
Thanks,
Kamal
Product Owner
Kamal Saran
Thanks Elaine Dennehy for your detailed feedback on sub case functionality. I do get your point related to tight coupling b/w Parent Case and Subcase.
Though I like to know more details about -
"The same allocation rules that are possible for actions of a case, though available, they do not appear to work for actions of a subcase". what type of allocation rules you are trying to set up here, which specific one does not work..