# Enable Case Nullification

Learn how to configure your Vault to enable Case nullification.

## About the Feature

Support for Case Nullification was added in 22R1. Vaults created in 22R2 or later include the necessary configuration by default, while Vaults originally deployed earlier than 22R1 must have the configuration upgrades described on this page to enable this feature.
This feature allows users to void a Case and nullify previous transmissions.

See <a href="/en/lr/01259/#void-case">Suppress, Nullify, or Amend a Safety Report</a> for more information.

## Create the Void Case Action on the Case Object

1. In the Admin area, go to **Configuration > Objects > Case > Actions**.
3. Select **Create**.
4. Select **Void Case**.
5. Select **Save**.

## Add the Void Case Action to the Case Lifecycle

You must add the Void Case action to a state on the Case Lifecycle. We recommend that you make a user action for **Void Case**.

To add the Void Case user action:
1. In the Admin area, go to **Configuration > Object Lifecycles > Case Lifecycle**.
2. Select the state you want to add the action to.
3. Select **Edit** from the **User Actions** section.
4. Select **Create Rule**.
5. Select **Void Case** from the dropdown menu.
6. Enter a label for the action in the **Action Label** field. We recommend labeling the action `Void Case`.
7. Select **Save**.

## Create the Case Voiding Workflow

Create a workflow for non-previously transmitted Cases.

1. In the Admin area, go to **Configuration > Workflows**.
2. Select **Create**. A _Create Workflow_ window appears.
3. Complete the following information:
    * **Label**: _Case Voiding_
    * **Lifecycle**: _Case Lifecycle_
    * **Description**: This workflow is used to used to void a case that was not previously transmitted.
4. Save the workflow.
5. Edit the workflow and then select **Allow auto-start from entry action and event action**.
6. Edit the **Start** workflow step:
    1. In the **Details** section, go to the **Next Steps** field, and then **Create Step** > _Reason for Voiding_.
    2. Complete the **Start Options** section as follows:
       * **Control 1**: _Participants_
       * **Participant Label**: _Case Processor_
       * **Add Participants**: _Use roles as as partcipants_
         * **Roles allowed to particpate**: _Data Entry_
7. Edit the **Reason for Voiding** workflow step:
    1. Complete the following information:
        * **Type**: _Task_
        * **Next Steps**: _Create Step_ > _Voided_
    2. Complete the sections as follows:
        * **Task Label**: _Reason for Voiding_
        * **Assign Task To**: _Case Processor_
          * Select **Make available to users in participant group**
        * **Instructions**: _Provide a reason for voiding this case._
        * **Task Requirement**: _Required_
        * Select **Complete task without viewing the item**
        * Select **Prompt for Comments**
          * **Comment Label**: _Reason for Voiding_ (Select **Required**)

8. Edit the **Voided** workflow step:
    1. Complete the following information:
        * **Type**: Action
        * **Next Steps**: End
    2. Complete the **Rules 1** section as follows:
        * **Condition Type**: _Always_
        * **Perform Actions**: _Change State_
        * **Lifecycle State**: _Voided_
9. Make sure your workflow matches the following configuration:
    * **Label**: _Case Voiding_
    * **Name**: `case_voiding__c`
    * **Lifecycle**: _Case Lifecycle_
    * **Workflow Type**: _Object_
    * **Version**: _2_
    * **Start States**: _Voiding_
    * **Allow auto-start from entry action and event action**: _Selected_
    * **Workflow Steps**:
      * **Start Workflow**: _Start_
      * **Task**: _Reason for Voiding_
      * **Action**: _Voided_
      * **End Workflow**: _End_
10. Under **Status**, select **Make configuration active**.

## Configure the Case Lifecycle to Start the Case Voiding Workflow

Add an entry action to the Case Lifecycle:
1. In the Admin area, go to **Configuration > Object Lifecycles > Case Lifecycle**.
2. Go to the **Voiding** state.
3. Edit the **Entry Actions**.
4. Complete the section as follows:
    * Select **Perform with conditions**
    * **If**: Select _Nullify Transmissions_ > _is blank_
    * **perform actions**: Select _Start Workflow_ > _Case Voiding_

## Add Permissions to Case Lifecycle States

1. In the Admin area, go to **Configuration > Object Lifecycles > Case Lifecycle**.
2. Select **Edit** from the **Roles** section.
3. Add **Read** permission to the following lifecycle states for all applicable roles:
    * Voiding
    * Voided
    * Nullifying
    * Nullified
4. Add **Edit** permission to the following lifecycle states for the respective role performing the Void Case action:
    * Voiding
    * Voided
    * Nullifying
    * Nullified
5. Select **Save**.

## Grant Edit access to the Nullify Transmission Field for Case Processors

1. In the Admin area, go to **Users & Groups > Permission Sets**.
2. Select the permission set applicable to Case Processors.
3. Navigate to **Objects > Case**.
4. Select **Edit** from the **Object Field Permissions** section.
5. Select the **Edit** checkbox next to the **Nullify Transmissions** field.
6. Select **Save**.

## (Optional) Assign a Case Lifecycle State to the Deleted State Type

If your Vault uses an existing custom lifecycle state for Case voiding, you can assign this state to the Deleted State Type:
1. In the Admin area, go to **Configuration > Object Lifecycles > Case Lifecycle**.
2. In the **State Types** section, select **Deleted State**.
3. In the **State** drop-down field, select the lifecycle state you want to assign to this State Type.
4. Save the page.
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      <p><strong>Note</strong>: You can only assign one lifecycle state to the Deleted State Type.</p>
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## (Optional) Inactivate the Hide Reason Text Layout Rule on the Transmission Layouts

Inactivate the Hide Reason Text layout rule on the following layouts of the Transmission object:
* Submission Detail Page Layout
* Distribution Detail Page Layout

1. In the Admin area, go to **Configuration > Objects > Transmissions > Layouts > [Layout]**.
2. Select **Layout Rules**.
3. Select **Hide Reason Text**.
4. Select **Edit**.
5. Select **Inactive** from the **Status** field.
6. Select **Save**.