So i want to enable case archival for a case type now the thing is i also have to enable it for the child case so should i enable “Case Hierarchy is recursive” checkbox so that the archive only happens when all cases in a hierarchy are resolved (e.g - Parent and child case) or should i enable the archive policy for the child case separately after enabling it for the parent ?
Enable archival policy ONLY on the parent (top-level) case type. Ensure the Parent case is resolved and all child cases are resolved
So i need to enable case archival only for the parent case and it will cover the child case as well with the same policy , or shud i enable at child case level with the same policy as well?
@AryawardhanR17691900 You only need to enable arhival on the top-level case. The whole hierarchy of cases will be archived along with it, as long as all cases in the hierarchy are resolved. The only time you’d need to enable archival on a child case is if that child case is itself a top-level case in another structure. If you only use it as a child case, you don’t need to enable archival for it.
So how will the archival work then like Lets say a parent case is resolved but the child case isn’t so will the parent be archived or will it wait for the child case to be resolved then as a whole they are archived , ( this is when we enable only parent case archival)
The Archival will work if all the child cases are resolved under the Parent case. If the child case is not resolved, then Parent case will not be archived until all the child cases are resolved.
Also like if i change the pyDefault of Data-Retention-policy class like i want to archive “resolve and open to” cases , then untill the child case is Open-to or Resolved the Parent case wont be eligble for archival right?
Should only enable the archival at the top-level case. In our project, we have a parent case type with multiple child case types. We only define the archival policy at the parent case type and that archives all of its resolved child cases as well.
Child cases are archived together with parent as a package when both are in status Resolve-*, additionally , with the latest version of pega from 24’ , you can Associate or link another class (Work/data) on casetype and when the case is archived , the associated object is also archived. this part takes care of those which dont have the child-parent relation.