Activate the draft state in the onboarding case type state

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • A portal user can save a case during the intake process and continue later​ with the draft state.

    About this task

    Activate a draft state for the onboarding case type so that the case remains in the draft state during the intake stage until the case is submitted.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > sys_choice.list.
    2. Select the record with Table name - sn_onboarding_case with the Element field value as state, and the Label field name as Draft.
    3. Select Edit.
    4. Clear the Inactive check box.
    5. Select Update.
    6. Navigate to System Definition > Scheduled Job and search for sys_id - ba5ba3d8944e7110f87759453e4c7084 or Name - Update My Lists URL for draft cases.
    7. Select Execute Now.
      This action excludes the Draft cases from the list filter on the My List tab on the initial page load.
    8. Optional: If you’re using a custom case type table and you do not see the relevant state upon filtering, you might have to assign requisite ACLs for the state field and its associated values.