This workflow template facilitates secure and efficient case closure within Torq's Case Management system. When an analyst marks a case as 'Closed,' a form is prompted to collect closure details, ensuring accurate data capture. The template checks if the analyst is authorized to close the case, by cross-referencing their identity with a specified list of permitted users. If validated, the case closure is executed, and all relevant information is recorded, streamlining the case management process.
Use Cases
Case Management
Workflow Breakdown
Triggers when an analyst changes a case to Closed and a form is presented to collect data.
Read the case metadata to get the current status of the case
Verifies that the closing analyst is part of the permitted list of users
If analyst is permitted, close the case and record the closing details.
Vendors
Utils, Torq Cases
Workflow Output
Case closure and closing information if analyst is permitted.
Tips
For this Workflow to be triggered, a case must have a workflow interaction assignment, it can be set using the step \"Assign Interaction workflow to state change\