Launch Change Stage by clicking on custom button
Hi all,
I am facing a case in which an operator decides to reject a payment. As a customer request, the operator has to click on a Rejection Button to land on the alternate resolution stage "Reject Payment".
In the button Action tab, I have set this
The effect is that after refresh this error message appears
and in the open assignments tab I can not see any change. But then, if I refresh again, Pega presents the correct assignment, displaying the right section.
So the question is, how can I avoid this behaviour? Is there something else to set to let the change stage activity run properly?
If needed, I am available to give you more details or information.
Thanks in advance
Vincenzo
***Updated by Moderator: Marissa to update categories***
Accepted Solution
Pegasystems Inc.
US
Hi Vincenzo,
I had tried your requirement using the pxChangeStage activity and the Finish assignment call on the button which is working fine in v7.2.1. My test case result is attached in the comment. Kindly share your configuration if you still have any issue for our further analysis.
Regards
Mahesh
Pegasystems Inc.
US
One option could be to create a local action that calls pxChangeStage and call the local action from the button.
Accenture
IT
As pxChangeStage is an activity, is it the same if I run the activity directly from the button?
Your solution (but with pyChangeStage flow action) lets me display the section where the operator has to choose where to land. Maybe, for automatic change, I need to specialize pyChangeStage passing the landing stage as a parameter.
I am not sure your solution works fine for me, but If i misunderstood something, please help me patiently :)
Pegasystems Inc.
US
Hi, here are the steps that worked for me.
- Created a local flow action
- Configured the post-processing activity as pxChangeStage and specified the stage name in the parameters.
- On the HTML tab, set UI type to 'No UI' as I didn't want to display a section.
- Configured a button with a click event to call the local action.
- Configured the target parameter for the action as 'Replace Current'.
Sunlife
CA
Hi Carissa,
I was working on a similar requirement to switch the case to previous stage with first assignment in that stage having a WB router. I tried different solutions and your solution worked best for me :). Thanks a lot..
Thanks,
Reena
Accenture
IT
The strange thing is that when the error message is shown, if I refresh again manually, the correct assignment/section it is displayed.
[EDIT]
I have also noticed in the clipboard that the newAssignPage.pyAssignAction page is not updated until this second "forced" refresh.
Pegasystems Inc.
US
Hi Vincenzo,
You can create a local action that calls pyChangeStage flow action and call the local action from the button. Hope this might be helpful to you.
Regards
Mahesh
Accenture
IT
Hi mahesh, as I have said before, i do not want to display the related flow action section (Change Stage) but I want to replicate on a button the same automatism of the ChangeStage smart shape (that calls pxChangeStage activity).
Any other suggestion?
[EDIT]
I tried again but with no success. It displays again the error message "Either no actions are specified for this assignment or you do not have the permission to access any of them."
Accepted Solution
Pegasystems Inc.
US
Hi Vincenzo,
I had tried your requirement using the pxChangeStage activity and the Finish assignment call on the button which is working fine in v7.2.1. My test case result is attached in the comment. Kindly share your configuration if you still have any issue for our further analysis.
Regards
Mahesh
Accenture
IT
Mahesh, thank you very much, your solution works fine and I am going to test it in different scenarios.
In a first development I used Finish Assignment, putting the action before the Run Activity: in that case it does not work. Hopefully, your solution helped me resolving this issue.
Thank you again for the UseCase.
Regards
Vincenzo
Pegasystems Inc.
IN
Mahesh, in the usecase, once you click on the button to change stage, it is jumping to stage 3 but i can see you still have open assignment for Stage 1.