Transfer case state set to inactive and remains state to transferred.

[Akshay Pundeer]

I have set state of original case as "Transferred" and now I want to make that case inactive. But when I set that case to active false, its state also changed to "Closed Complete". But I want to keep state as "Transferred".

can you please help me with details where I can check .

[Susan Britt]

Hi Akshay,

The HR Case state values that are considered inactive are at the dictionary override level for the HR Case table.

Task.state dictionary choices, filtered by HR Case table, so you can get the Value to set on the override attributes:

[Akshay Pundeer]

So If I want to set Transferred cases as Inactive for ER and the state remains Transfered even after they got Inactive, can you suggest me a way to do it?

[Susan Britt]

If you only want it to apply to ER cases (sn_hr_er_case) and not all HR cases, you will need to:

1. Validate you are in the correct application scope and update set
2. Go to the task.state sys_dictionary record
   • I find the easiest way to do this is from an ER Case record, right-click on the field label of "State" > select "Configure Dictionary"
3. From the "Choices" related list/tab, verify the Value of the Transferred state label on the case table.  
   • If you followed leading practices and consistency, it will be a numeric value (e.g., 😎
4. Select the "Dictionary Overrides" related list
5. Validate if you already have a record for the sn_hr_er_case table. 
   • If so, open it
   • If not, open the one on sn_hr_core_case.  Update the table from sn_hr_core_case to sn_hr_er_case and do an Insert & Stay.  Do NOT update the existing sn_hr_core_case record
6. Update the "Attributes" field on the dictionary override for sn_hr_er_case to be:
   • close_states=3;4;7;202;<XX>,default_close_state=3,default_work_state=18
   • Replacing <XX> with the numeric value of your Transferred state.  Pay attention to the formatting.  It's semi-colons between the list of states to be considered closed/inactive, and a comma between the different attributes
7. Save the record & test