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 Ferran Martinez (FerranM5) Merkle
Merkle
ES
FerranM5 Member since 2016 10 posts
Merkle
Posted: Jun 15, 2016
Last activity: Jun 16, 2016
Posted: 15 Jun 2016 10:32 EDT
Last activity: 16 Jun 2016 7:22 EDT
Closed

How do I step back a "stage" in a casetype?

Hi,

I just want to know if it's possible to go back to a previous stage in a case from any step of a stage. If so, how can I do it?

 

Thanks.

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Pega Academy

Posted: 8 years ago
Posted: 16 Jun 2016 7:22 EDT
Lee Pederson (pedel) Engagement Strategy Content Expert & Principal Instructor - LSA
Pegasystems Inc.
US

Use the 'Change Stage" shape. 

Most likely you will want to check the "Close assignment from current stage" checkbox.

There is also an standard API activity named pxChangeStage.

Plus there is a local action named pyStageChange, the post-Activity for which calls pyChangeStage.

The pyChangeStage Activity calls pxChangeStage but does not set param.CleanUpProcesses to true.

You can save both pyChangeStage rules to a name of your choice, e.g., ActionChangeStageCleanUpProcesses, then have the pxChangeStage step set param,CleanUpProcesses to true. 

 

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