You can set a locking strategy for a top-level case type to control how cases are accessed in your application. By using locking strategies, you reduce the risk of lost updates to a case when users are working concurrently.
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In the Explorer panel, click Case
types, and then click the case type that you want to open.
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On the Settings tab, click Locking.
Only top-level case types support this option.
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Click a locking strategy.
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A case is opened — Allows one user at a time to open and work
on a case.
This default strategy locks the case for 30 minutes or until the user submits or
closes the case, whichever comes first.
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An action taken on case — Allows multiple users to work on a
case at the same time.
This optimistic strategy allows the first user to submit the case to succeed. All
other users who are working on the case are notified and must review the changes
before they can submit their own updates.
- Optional:
To override the default timeout value, enter a number of minutes in the
Release lock after field.
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Click Save to apply the locking strategy to new and existing
cases.
Note: Although the locking strategy is inherited, you can override it or specific parts
of it by configuring the settings for each child case type that is a descendant of the
top-level case type.