Configure automatic cancellation for draft cases in Social Benefits Playbook

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.

About this task

Before you begin

Role required: admin

Procedure

1. Navigate to All > System UI > Script Includes and search for the SocialBenefitsConstants record.

2. Select the record to open it.

3. Switch to the Social Benefits Playbook application to edit the record, if prompted.

4. Locate the SocialBenefitsConstants.SOCIAL_BENEFITS_MODELS_ARRAY = [ function in the script.

5. Open a separate tab in your instance.

6. In the navigation bar, enter cmdb_model.list to display a list of all product models in Public Sector Digital Services playbooks.

7. 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.

8. Paste the copied sys_id(s) into the SocialBenefitsConstants.SOCIAL_BENEFITS_MODELS_ARRAY = [ function, adding more as needed.

9. Right click on the top menu bar, and in the context menu, select Save.

10. Navigate to All > System Properties > All and search for the sn_gsm_soc_bnfts.sb_cancel_draft_state record.

11. Switch to the Social Benefits Playbook application to edit the record, if prompted.

12. 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.