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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Restricting Case editing and its status by case owner only .

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Posted on by 20

in terms of Case Management where in only a Case Owner must be able to Close, Change Status (or simply Edit) but Currently All user can edit in any case and change its status, How can I restrict edit case and status by the case owner only.

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Change security role that is assigned to the user. Change "Case" "Write" privilege to "User" level.

  • Ghada Mehrez Profile Picture
    20 on at

    But this will make users cannot read other cases I need them to read all cases but only edit in cases they are own.

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    That is not correct. If you leave the "Read" privilege to users set to "Organization", users will be able to read cases across all  the system.

  • Pemberton241 Profile Picture
    5 on at

    A Case owned by a Queue unless they first change the Case Owner to themselves. If that is the case, the following Validation Rule is enough to prevent users from editing the Case Origin once the record is created.

  • Suggested answer
    Akanksha Srivastava Profile Picture
    100 on at

    Hi

    Like Andrew mentioned you can change the privileges for Write, Append and Append To to user level and keep Read privilege at Org level.

    Screenshot.png

    If you want to restrict the update of only certain fields and buttons, you might have to go for field level security and java script options.

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