Editing a milestone constraint

Constraints in Case Workflow define the basic characteristics of the information that can be recorded for a case, such as whether certain information is required or display-only. For example, you can make primary site and contact information required for the first milestone of a case and display-only when the case reaches an Inspections milestone. Constraints can also be defined for case types without milestones.

See Constraint items.

  1. Select Code Enforcement > Setup > Case Workflow.
  2. In the Case Types tree, browse to the constraints for the correct milestone.
  3. Click the Constraints node.
  4. Enable editing in the grid and select the constraint item you want to edit.
  5. Select the correct option from the Setting list.
  6. Click Save.
    Infor Public Sector updates the constraint with the new setting and changes the list back to a display-only field. Infor Public Sector also applies this setting to the constraint for any subsequent milestones. For example, your agency might not allow users to change a case's primary site after inspections have been performed on it. If you set the Primary Site constraint to display-only at the Inspections milestone, Infor Public Sector automatically sets Primary Site to display-only for all subsequent milestones.