Best way to close/abandon cases that have not yet been submitted

Liberty Create
1

We have scenario with a grant service where we want to stop taking grant applications after a certain day.

  1. What is the best way to stop a service from generating any new cases? but still be available for agents to process cases.
  2. What is the best way to close/abandon any incomplete grant cases?
    I see we have a Rule named Service > Abort Case Councillor Grant on the grants host?
    Could I add a bulk action and fire this event.

Thanks JonathanFS

2

Hi Jonathan,

For preventing new cases from being created, wouldn’t just setting the “is Active” boolean against the service in Central work ?

1 Like
3

Thanks, that works perfectly.

Now to I need to figure out why the CASE isn’t abandoning/cancelling when I trigger the Case Abandoned or Cancelled event.

I have built a UI to display active cases that are incomplete, and added Bulk Actions and selected the two I need.

  1. Send Email Reminder, this is working.
  2. Abandon Case is not working, e.g. the Case is still Active.

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When I trigger the Case Abandoned or Cancelled event on COG/92, I get this in monitor studio.

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And If I try and Abandon the same case COG/92 again….I get this as the process has been Abandoned (but not the case still)

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And the case still shows as Active on Central and Grants host.

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I don’t understand why this isn’t working?

Any help appreciated.
JonathanFS

4

Well, I’ve had to break out code studio and write an event action to Abandon the case, this works like a charm now, it basically updates the CASE : Case Status=’Cancelled’ and FormURL=’Blank’, and then fires the Case Abandoned or Cancelled event.

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