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Auto-close option available to the users

  • Updated

This KB provides guidance on resolving instances where clients report that the Auto-Close option is available to users in Alessa.

 

 

Steps to Resolve:

 

1.Navigate to Workflow Settings:

    • Go to Configure >> Process Management >> Workflows.

2. Locate the Relevant Workflow:

  • Identify the workflow associated with the result set in question.
  • For example, if the issue pertains to "Transaction Master," locate and select the corresponding workflow.

3. Edit the Auto-Close Option:

  • Click on Edit for the Auto-Close step in the workflow.

4. Modify Roles for Auto-Close:

    • A popup window will appear.
    • Navigate to the Manual section, deselect the roles listed, and then click Save.

This will remove the Auto-Close option for the specified roles.

 

Note: Ensure you save the changes and test the configuration to confirm the issue is resolved.