Learn how to upgrade your Vault’s configuration to enable the ability to suppress case submissions.

About the Feature

Vault Safety 21R1 adds the ability to suppress submissions for a Case. This feature is controlled using the Suppress Submission (suppress_submission__v) field on the Case (case_version__v) object.

Suppress Submissions of a Case provides more information on how to use this feature.

Add the Suppress Submission Field to Case Layout

In Vaults originally deployed in a release earlier than 21R1 (April 2021), you must add the Suppress Submission field to the Case Page Layout.

  1. In the Admin area, go to Configuration > Objects.
  2. Open the Case (case_version__v) object.
  3. From the Layouts tab, select the Case Page Layout (case_page_layout__c) for editing.
  4. Add the Suppress Submission (suppress_submission__v) field to the layout.
    We recommend adding this field to the Details section.
    Adding the Suppress Submission Field

Update Permission Sets

Update the appropriate Permissions Set(s) to grant edit permissions to the Suppress Submissions field on the Case object.

Update the Case Approved State Entry Actions

  1. Go to Configuration > Object Lifecycles > Case Lifecycle (case_processing_lifecycle__v).
  2. Under States, open the Approved (approved_state__v) state.
  3. Under Entry Actions, select Edit, and then make the following changes:
    • Remove the Entry Action to Always Assign Due Date. Removing the Always Assign Due Date Entry Action
    • Add a conditional Entry Action, where if Suppress Submission is blank, Assign Due Date: New Conditional Assign Due Date Entry Action