1750864 - Add Close button to CA Information Update Request Cases

Status: RESOLVED FIXED

(CA Program :: Common CA Database, task)

Description

[Kathleen Wilson]

Please add a "Close" button to the top of the "CA Information Update Request (Non-Audit)" Case. The new buttons should be displayed after the "Get URLs button".

Whenever someone (CA or root store operator) with write-access to the Case clicks on the "Close" button, a pop-up window should be displayed that says:
"Do you want to close this Case without copying the data over to the CA Owner or Root Certificate records? If yes, provide reason for closing this Case, and then click on the "Close Case" button below."
On the pop-up window, please also provide a text entry for them to enter a Case Comment.
Buttons should be "Cancel" and "Close Case".

Reasons for this request:

• CAs need to be able to close a "CA Information Update Request (Non-Audit)" Case whenever they mistakenly create one or realize that they do not need it anymore.
• Root store operators need to be able to close a "CA Information Update Request (Non-Audit)" Case when the requested changes should not be synced or the Case becomes obsolete.

Comment 1

[Poonam Bhargava]

Please check the "Close" button on non-audit cases in sandbox. I have tried to use standard functionality instead of custom. Let me know if it works for root store as well as CAs.

Comment 2

[Kathleen Wilson]

Please do not show the separate "Close without Sync" button. (both the CA and the root store operator currently see two buttons: "Close" and "Close without Sync".)

In the popup that appears when the "Close" button is clicked, please change the text from
"Reason for Close without Sync"
to
"Provide the reason for closing this Case without having the changes copied over to the CA Owner or Root Certificate records."

As CA, I clicked on the "Close" button, then entered some text into the reason, then click on "Save". This resulted in an error:
"Case is completed, you cannot make any changes."
So I clicked on "Cancel" and refreshed the page, and it still has Case Request Status of "CA Providing Data".

As a root store operator, I clicked on the "Close" button, then entered some text, and clicked on the "Save" button, and got the same error:
"Case is completed, you cannot make any changes."
So I clicked on "Cancel" and refreshed the page and it still has "Verification By Root Store" ad the Case Request Status.

Comment 3

[Poonam Bhargava]

I have removed "Close without Sync" button for the non audit case page.

Renaming the existing field "Reason for Close without Sync" will impact other Cases types. Also a field label cannot exceed 40 characters.
To provide the text on the action button, I have add a formula field. Please check the "Close" button and send me your feedback. The error issue has also been resolved.

Comment 4

[Kathleen Wilson]

The error issue has also been resolved.

Successfully tested both as root store operator and as CA.

To provide the text on the action button, I have add a formula field.

Please make the following changes:

1. Change "Case Close?" to "Close Case?"

2. Fix Typo: "chnages"

3. Change "other wise" to "otherwise" in both the displayed text and the help text.

4. Make the formula field and text visible to the CA too.

5. When the Case is closed, on the "CASE PROGRESS" tab, change the text from
   "Note: Click on the "Submit to Root Store" button when you are done entering your changes."
   to
   "This Case is closed."

Comment 5

[Poonam Bhargava]

For item #5, should I include "Reason for Close without Sync" after the text "This Case is closed." .

Comment 6

[Kathleen Wilson]

Yes, that's a good idea.

Comment 7

[Poonam Bhargava]

Added "Reason for Close without Sync" to the text. This field will get displayed only when there it is non blank. Please check the sandbox. Thanks.

Comment 8

[Poonam Bhargava]

Hi Kathleen,

Since it was a minor change, I have moved the 'Close Case' related changes to production. You can now test in production org too.

Regards,
Poonam

Comment 9

[Kathleen Wilson]

Looks good. Thanks!