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Case Management - Restrict Case Closure

Posted on by Microsoft Employee

Is it possible to restrict users from closing an open Case (I intend on creating a Open Status Reason titled 'Pending Closure') if there are records associated to that Case are in an active state?

I'd like to avoid using a plugin/code to achieve this.

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  • Verified answer
    Chris H @ ISC Profile Picture
    Chris H @ ISC 2 on at
    RE: Case Management - Restrict Case Closure

    Probably not without 'some' code, no.  I could be wrong, but I'm not aware of anything like this.

    If you were going to do it with code, you could intercept the onSave event, check for a status change, then do some queries of the related entities to check the count of 'active' related records.  If any of them are > 0, interrupt the save and display an alert to the user to let them know.

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