Question
Standard Chartered Bank
SG
Last activity: 23 Nov 2016 3:46 EST
Multiple workgroup and multiple application for the same operator
Hi ,
I have a requirement to define multiple application with multiple workgroups (one workgroup for each app) for an operator , i am setting the default application and workgroup name dynamically during login time based on the application url.
The problem comes when the second application manager want to see the worklist of that particular operator or want to do the bulk transfer, that operator is not visible as the workgroup is different i.e. that operator is visible only to one application, other application manager cant see this operator in his/her workgroup.
How to achieve this multiple workgroup based on application using out of the box feature?
thanks
vv
-
Like (0)
Arpita Patel -
Share this page Facebook Twitter LinkedIn Email Copying... Copied!
Accepted Solution
Pegasystems Inc.
IN
Hello,
Velu has implemented this by customizing the user profile module of Pega OOTB.
Regards,
Lochan | Community Moderator | Pegasystems Inc.
Standard Chartered Bank
SG
The above requirement is for the pega case management application running in pega 7.1.9
Pegasystems Inc.
IN
configuring/accessing multiple workgroups is available OOTB from Pega 7.2
on Pega 7.1.9 we need to cusomize/add code by ourselves...
on the assignment shape - configure WorkList/WorkBasket with custom route activity type with the below
steps...
1. Obj-Open (Data-Admin-WorkGroup) //Second WorkGroup
2. Set Param.AssignTo value either to workbasket or manager on AssignPage
[@checkForSubstitute(workbasket or manager, Primary, myStepPage, tools)]
Or
1. Obj-Browse (Data-Admin-Operator-ID)
2. Filter based the list based on pyWorkGroup configuration (pyWorkGroup will be the second value)
3. In the filtered operator list find the operator to whom the WO has to be routed
4. Set Param.AssignTo value to operator on AssignPage
[@checkForSubstitute(workbasket or manager, Primary, myStepPage, tools)]
Reference: Work-.ToWorkList activity.
Pegasystems Inc.
IN
Standard Chartered Bank
SG
@Phani, thanks for the info, let me customize that to achieve multiple workgroups.
@Shiva, my main requirement is muliple workgroup , if it is only multiple applications then the accessgroup solution itself will work. I was looking for any out of the box feature is there for multiple workgroups
Pegasystems
US
There are contexts within which the Pega software looks at only the first work pool listed on an access group even though multiple ones are listed. This is discussed in Pega internal reference SR-110286 and related references so someone within Pega may need to do some of the research for you. /Eric
Standard Chartered Bank
SG
Pegasystems Inc.
US
Hello,
Given the dynamic nature of the workgroup build at login, is there anything planned to be saved to the database with the operator record for save a manager to review their team member. Would seem if the record was in constant flux the standard usecase would not work. Does your template operator record have maybe a set of Workgroups already defined?
-
Friday Joy
Accepted Solution
Pegasystems Inc.
IN
Hello,
Velu has implemented this by customizing the user profile module of Pega OOTB.
Regards,
Lochan | Community Moderator | Pegasystems Inc.
-
Friday Joy