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new featureHR Service
Protect Confidential Cases with Case Visibility Policies
Confidential case visibility is now defined directly on the case object with the Policy Engine, instead of the public complaint case junction entity: access is limited to the person who logs the case, members of the assigned queue, case team members, and holders of the HR Case Investigator custom permission (deployed automatically with the policy). Admins create a custom field, add it to the case layout, deploy the policy from the Employee User Settings page, and configure a confidential queue and assignment rules.
identifiers
Policy EngineHR Case Investigatorconfidential caseEmployee User Settings
flags
off by defaultno action required
- how
- Create a custom field, add it to the case layout, deploy the policy from Employee User Settings, and set up a confidential queue and assignment rules.
- who
- when
- where
- Unlimited, Performance, and Enterprise editions with HR Service; Employee Service Aura and Unified Portal (LWR) sites.