Re-assign Screen flow to another user
Hello there,
We have a requirement where we need to move the screen flow assignment to another user. We moved the assignment to the new operator succesfully implementing a local action which moves the assignment to the current operator using pxTransferAssignment. But when the operator submits the screen. the next assignment goes back to the previous operator that was assigned. We have tried the following suggestion.
https://collaborate.pega.com/idea/re-assign-case-middle-screen-flow
We are modifying the DefaultAssignTo in the post processing activity of the local action that moves the assignment to the current operator (AssignToMe). But when the assignment is open the pyFlowParameters specifically the DefaultAssignTo and AssignTo properties get refreshed and have the value of the old operator.
Thanks in advance.
Accepted Solution
Updated: 5 May 2021 19:47 EDT
Pegasystems Inc.
IN
Updated: 12 Jan 2021 23:01 EST
Pegasystems Inc.
JP
This may help:
https://community.pega.com/support/support-articles/assignment-service-does-not-work-correctly
It says this is fixed in 8.3.2, but shows how to over-ride the issue. But I think that I would not use pxObjClass as your flag - I would use a property that I create and have full control over, and which will not create other side effects in Pega.
Accepted Solution
Updated: 5 May 2021 19:47 EDT
Pegasystems Inc.
IN
Hello, while transferring the assignment set the below fields and post this, it would route all the assignments to newly routed user.
This fields can be set in the local action post processing activity which is transferring assignment. Note: after the updating the values these needs to be persisted onto pyworkpage.
- .pxFlow(flowName).pyFlowParameters.AssignTo = reassigning operator id
- .pxFlow(flowName).pyFlowParameters.DefaultAssignTo = reassigning operator id
flowName is the name of the screen flow on which routing is being changed, this can be fetched from newAssignPage.pxFlowName.
Hope this helps.
Thank you.
Pegasystems Inc.
JP
Thanks Anil. This option would assign the entire rest of the flow to the new person, as opposed to just the one assignment. Correct?
Pegasystems Inc.
IN
@TALBJ yes, it would assign rest of screenflow to new operator.
Labb
GB
@vanaa Hi, I have a similar requirement but it needs to go from a workbasket to a worklist, the above steps seem to work but when it goes to open the next assignment it goes to broken process as it's still looking for a workbasket. is there any way to change it to Assign-Worklist instead of Assign-Workbasket?
@jorgep75
Hello, while transferring the assignment set the below fields and post this, it would route all the assignments to newly routed user.
This fields can be set in the local action post processing activity which is transferring assignment. Note: after the updating the values these needs to be persisted onto pyworkpage.
flowName is the name of the screen flow on which routing is being changed, this can be fetched from newAssignPage.pxFlowName.
Hope this helps.
Thank you.