Skip to main content

This content is closed to future replies and is no longer being maintained or updated.
Links may no longer function. If you have a similar request, please write a new post.

Question

 Taiki Yoshida (TaikiYoshidaEY)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP
TaikiYoshidaEY Member since 2017 8 posts
EY Advisory & Consulting Co., Ltd.
Posted: Oct 5, 2017
Last activity: Oct 6, 2017
Posted: 5 Oct 2017 7:17 EDT
Last activity: 6 Oct 2017 4:02 EDT
Closed

Ad-hoc approval step within a case

I have a case type where there are several approval steps and I need to allow the users to be able to add additional approval steps ad-hoc when the case is already in progress. What would be the best way to achieve this?

To see attachments, please log in.
Case Management

Posted: 7 years ago
Posted: 6 Oct 2017 3:27 EDT
Madhuri Koravadi Srinidhi (MadhuriKS)
Virtusa
Madhuri Koravadi Srinidhi
Virtusa
AU

Hi Taiki,

You could try using the OOTB pyCreateAdhocCase flow action as a local action at the case level. This would create it as a sub case of the main case. You could further add logic in your flow, to wait for all these subcases(if any), to move to a desired state and proceed the flow processing accordingly.

Thank you

To see attachments, please log in.
Posted: 7 years ago
Posted: 6 Oct 2017 4:02 EDT
Taiki Yoshida (TaikiYoshidaEY)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP

Hi Madhuri,

Thank you for your suggestion.

I understood that the user can  add ad-hoc cases with this function, but this does not have an option to add approvals steps but just simple tasks. I need to some how allow the users to "add more approval steps" on the fly.

Many thanks,

Taiki

To see attachments, please log in.

We'd prefer it if you saw us at our best.

Pega Collaboration Center has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice