An admin can configure auto-cancellation of Social Benefits Playbook cases that remain in the draft state for longer than a set period of time. The number of days that the case can remain in the draft state before it is canceled can be configured by an
admin. The default value is five days.
Before you begin
Role required: admin
Procedure
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Navigate to and search for the
SocialBenefitsConstants record.
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Select the record to open it.
- Optional:
Switch to the Social Benefits Playbook application to edit the record, if prompted.
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Locate the
SocialBenefitsConstants.SOCIAL_BENEFITS_MODELS_ARRAY = [ function in the script.
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Open a separate tab in your instance.
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In the navigation bar, enter
cmdb_model.list to display a list of all product models in Public Sector Digital Services playbooks.
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Right-click on the name of the desired product model record in the Social Benefits Playbook, and in the context menu, select Copy sys_id.
For example, to close all draft applications submitted for Unemployment Insurance, right click the Unemployment Insurance record and copy the sys_id.
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Paste the copied sys_id(s) into the
SocialBenefitsConstants.SOCIAL_BENEFITS_MODELS_ARRAY = [ function, adding more as needed.
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Right click on the top menu bar, and in the context menu, select Save.
- Optional:
Navigate to and search for the
sn_gsm_soc_bnfts.sb_cancel_draft_state record.
- Optional:
Switch to the Social Benefits Playbook application to edit the record, if prompted.
- Optional:
Change the number in the Value field to set the number of days that a case can remain in the draft state before cancellation, and select Update.
Result
The Social Benefits Playbook is now configured to auto-cancel any draft cases that have remained in the draft state for more than X number of days.