Deactivate AI Case Type Records

[Developer3]

I’m trying to deactivate AI Case type records in the sn_grc_case_mgmt_case_type table, but I’m not seeing a Deactivate button on the form.

This record comes under the AI Case Management application.

Has anyone worked with this table before and knows:

• whether these case type records can be deactivated,
• whether a different role is required,
• or whether there is a specific recommended way to retire/disable AI case types?

Any help would be appreciated.

[Tanushree Maiti]

Hi @Developer3 

In the Filter Navigator, type sn_grc_case_mgmt_case_type.list and press Enter

Filter the list which records you want to deactivate :

•  Method 1 (Single Record): Open the record, set the Active field to false, and save.
• Method 2 (Bulk Update): In the list view, select the checkboxes next to the AI Case type records. Right-click the header, select Update Selected, and change the Active field to false

[Developer3]

Hi, Active field is read-only. I am not able to update it. And even with background script, unable to deactivate the records.

[vaishali231]

Hey @Developer3 

Instead of deactivating, use one of the following:
1. Restrict usage 
Remove the case type from:
Flow Designer logic
Decision tables / routing rules
Reference qualifiers
This prevents new usage without impacting existing data
2. Check for Active field
Personalize the form - look for active
If available and editable - set to false
If not - it’s controlled by the application
3. Replace (for OOTB records)
Create a new custom case type
Update configurations to use the new one
Stop referencing the old case type

Role Check
Ensure admin and sn_grc.admin
Try elevating to security_admin
Note: Even with full access, some records still cannot be deactivated

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If this response helps, please mark it as Accept as Solution and Helpful.
Doing so helps others in the community and encourages me to keep contributing.
Regards
Vaishali Singh

[vaishali231]

hey @Developer3 

Hope you are doing well.

Did my previous reply answer your question?

If it was helpful, please mark it as correct ✓ and close the thread . This will help other readers find the solution more easily.

Regards,
Vaishali Singh