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- When creating or editing Case Categories, Users will see a new "Restricted by Permission" section at the bottom of the form.
- This section is greyed out unless the "Allow Manual Case Creation" box is checked.
- Selecting the magnifying glass to the right of the section presents the "Select Permissions" window where a User can select/create/edit a Case Create Restriction permission.
- The Case Create Restriction permissions configured for a Case Category will also be displayed within the Case Categories grid view under the "Restricted by Permission" column.
- The New Role and Edit Role forms, accessible from the User Roles grid view, now include Case Create Restriction permissions.
- The permissions tree grid presents: Cases → Categories → Case Create Restrictions.
Global vs Contract Permissions Assignment
Global Case Create Restriction Permission Assignment - allows User to create Cases of associated Case Category in any Contract
Contract Case Create Restriction Permission Assignment - allows User to create Cases of associated Case Category only under Contracts for which the role/permission is assigned
- Note: With Global or Contract permission assignment, the User must also have Case Category Read and Case Create permissions.
>>INSERT GLIFFY<<Gliffy Diagram name Case Category Restriction Permissions pagePin 1
Updating Linked Contracts
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- The "Update Linked Contracts" widget appears in the Contract Details panel
- Selecting the "Update Linked Contracts" widget opens the "Update From Template" form.
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Work Progress Notifications by Status Reason
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- Within the New Subscription for Work item (Case) Notification form, the sections for Case and Work Ticket status notifications now include Status Reasons.
- If reasons are configured for a status, a number will be displayed in parenthesis to the right of the status name. This indicates the number of configured reasons.
- Selecting the status will automatically display the configured Status Reasons.
- A checkbox to the right of each Status Reason allows Users to select that reason for Work Progress Notifications.
>>INSERT GLIFFY<<Gliffy Diagram macroId e3fda9a6-8ba1-43d8-971c-3a25c41c151b displayName Work Progress Notifications by Reason name Work Progress Notifications by Reason pagePin 2
Work Form "Save" and "Save and Exit" Options
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- The PM Task Details panel now displays two save options:
- Save: Selecting this option will save the data entered into the Work Form, refresh the work form window, and transition the PM Task into the "In Progress" status. The PM Task window will remain open allowing Users to continue work.
- Save and Exit: Selecting this option will save the data entered into the Work Form and prompt a User to add a comment prior to the PM Task transitioning to the "In Progress" status. Once a User adds a comment and the PM Task transitions, the PM Task window will close.
>>INSERT GLIFFY<<Gliffy Diagram name Save and Save and Exit Work Form Functions pagePin 1
Full-Page Details View for Case Records
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- A View Full Page icon is now positioned in the top right corner of the Case Details panel, which opens the full-page details view.
- Using the browser's back button will return the User to the standard grid view.
- The full-page details view allows Users to see all Case-associated information and entities, as well as all columns within each section of the panel.
- Selecting any entity from the full-page details view opens the associated details within a smaller panel to the right side of the screen.
>>INSERT GLIFFY<< >>INSERT GLIFFY<<Gliffy Diagram name Case Details Panel Full Size Widget pagePin 1
Gliffy Diagram name Details Panel Extension pagePin 1