Enable Latest Case Version Support

With the 26R2 release, users can choose to return the latest Case versions as opposed to all Cases in Workbench Reports, Workbench Dashboards, and Workbench Report Sets. After following the enablement steps on this page, configure safety views to support this feature and learn more about latest Case version logic. 

Update Object Layouts

Update the following object layouts: 

Update the Workbench View Layout

To update the Workbench View object layout for the Principal View object type, add the following fields to the Properties section:

  • Show Latest Version Only
  • Allow User To Control Latest Version

For the Workbench View object type, add the Show Latest Version Only field to the Properties section.

Update the Workbench View Column Layout

To update the Workbench View Column object layout, insert a related object section with the following information:

  • Related Object: Select Workbench View Column Join, ensuring you select the second instance of this object.
  • Section Label: After selecting the Related Object, Vault should populate Latest Version Reference Column Joins.
  • Creation Options: Select Create record in pop-up dialog.

Update the Workbench Report Set Layout

To update the Workbench Report Set object layout: 

  • Add the Latest Case Version field to the Details section.
  • Create a layout rule to hide the Latest Case Version field with the following configuration: 
    • Label: Enter Hide latest version
    • Description: Enter Hides the latest version control when it isn't used for this report set. 
    • If this Layout Rule Expression is True: Enter OR(allow_latest_version__v=FALSE, IsBlank(allow_latest_version__v))
    • Apply the following display effects: Select Hide > Fields > Latest Case Version

Copy Custom Safety Views

To use this feature, you must: 

  • Copy the following standard views to create custom ones: 
    • Latest Version Support (of the Supporting View type)
    • Latest Version (of the Dynamic View type)

Update the Custom Latest Case Version Dynamic View

Create Workbench View Columns on the latest version Dynamic View to support latest Case version logic for Date and DateTime fields: 

  1. Navigate to the custom (__c) Dynamic View for latest Case versions.
  2. Expand the View Columns section and select Create. 
  3. Create Workbench View Columns for each view column of the Date or DateTime type to which you want to apply Case version logic in the applicable Principal View. The following example configures a view column on the Dynamic View for the Case > New Info Date view column on the Principal View: 
    • Name: Enter Latest Version > Next New Info Date
    • Column Type: Select Date
    • API Name: Enter lv_next_new_info_date__c
    • Hide from filters: Select Yes
      This field ensures this Workbench View Column does not appear in the filters section of Workbench Reports and Workbench Dashboards. Set this field to Yes for all latest version Workbench View Columns.