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Sam27 Member since 2019 144 posts
CBA
Posted: May 19, 2020
Last activity: Jun 14, 2021
Closed

transfer work object to another operator

 have a requirement to transfer work object to another operator---Transfer or a reassign is done within a local action -- how to configure/ use local action instead of a flow action?

 

Please navigate steps

 

***Edited by Moderator Marissa to update Platform Capability tags****

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Pega Platform
Case Management

Posted: 4 years ago
Updated: 3 years ago

We can use OOTB flow action "pyTransferAssignment" for transferring of assignment to another operator.

For example, if we want to configure it in the navigation rule, Please find the below screenshot for configuration.

transfer assignment

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Posted: 4 years ago

Thanks for the reply, is there any possibility to make a  use or can we add inside ScreenFlow. 

After the first two screens I want to add a transfer assignment can we add in assignment shape.

Do we have such feasibility?

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Posted: 4 years ago
Updated: 3 years ago

Yes we can do that, add an assignment shape after the first two assignments in the flow and on the connector mention pyTransferAssignment as flow action.

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Posted: 4 years ago

How to add/pass parameters to pyTransferAssignment flow action, manually reassign the assignment to another operator, reporting manager, Work queue, workgroup, or workgroup manager.

 

Please let me know

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Posted: 4 years ago
Updated: 3 years ago

@SumitK54 There is an OOTB feature available in the Case Manager portal for the actions(Operator Profile-> Bulk actions).

Here you can select multiple assignments and in the Select Action, you can find option for Transfer assignment. Please find the below screenshot for more details.

bulk actions

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