Can we assign an assignment to different user in screen flow?
How to assign an assignment to different user other than the ones mentioned on the start shape?
***Edited by Moderator Marije to change type from General to Product, added Product details and Capability tags****
Accepted Solution
Updated: 13 Nov 2023 6:49 EST
Bits in Glass
IN
You can try
1. Case wide local action
2. Stage level local action
3. In the navigation rule of Action menu
Bits in Glass
IN
@TanyaS58 please check the below reference for reassigning screenflow. When we need to reassign screenflow, we need to ensure to reassign all the assignments of the screenflow because all the assignments in a screenflow should be worked upon by a single user. For that we need to set additionally 2 more properties within pxFlow.
https://support.pega.com/question/re-assign-screen-flow-another-user
Updated: 1 Nov 2023 16:37 EDT
Cognizant
IN
@Anoop Krishna after going through the post I understood what properties we need to set but one thing I didnt get is that how are they configuring local action (" We moved the assignment to the new operator succesfully implementing a local action which moves the assignment to the current operator using pxTransferAssignment")on screen flow and also they have stated configuring an OOTB activity on post processing of that local action("This fields can be set in the local action post processing activity which is transferring assignment").
Bits in Glass
IN
@TanyaS58 ya, most of the time reassigning the assignment requirement comes via local action. Business ask would be have this option as local action, so user clicks on the option in local action-> selects to whom the assignment should get routed to. The context which you mentioned is the post activity of this flow action where we will have the selected operator in the clipboard before calling pxTransferassignment activity.
Cognizant
IN
@Anoop Krishna actually I want to know how a local action can be configured in pega for screen flows?
Accepted Solution
Updated: 13 Nov 2023 6:49 EST
Bits in Glass
IN
You can try
1. Case wide local action
2. Stage level local action
3. In the navigation rule of Action menu