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Question

 Cloe Walker (CloeW938)
IT Solution Service

IT Solution Service
SG
CloeW938 Member since 2018 227 posts
IT Solution Service
Posted: Feb 21, 2021
Last activity: Feb 25, 2021
Posted: 21 Feb 2021 21:46 EST
Last activity: 25 Feb 2021 20:56 EST
Closed
Solved

Can we transfer assignment from Modal Dialog?

Hi,

I know we can transfer assignment from local action. For example, if we use OOTB pyTransferAssignment flow action as a local action, it works fine.

  • Set pyTransferAssignment to the Assignment shape in a flow rule

pyTransferAssignment

  • In runtime, select pyTransferAssignment from Actions menu

Local action

  • Select destination operator ID

Transfer

  • Assignment is successfully transferred

Transferred

 

My question is if it is possible to do the same from Modal dialog. Ideally I want to make my own flow action. For now, I just tried OOTB pyTransferAssignment, but nothing happens.

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Hi,

I know we can transfer assignment from local action. For example, if we use OOTB pyTransferAssignment flow action as a local action, it works fine.

  • Set pyTransferAssignment to the Assignment shape in a flow rule

pyTransferAssignment

  • In runtime, select pyTransferAssignment from Actions menu

Local action

  • Select destination operator ID

Transfer

  • Assignment is successfully transferred

Transferred

 

My question is if it is possible to do the same from Modal dialog. Ideally I want to make my own flow action. For now, I just tried OOTB pyTransferAssignment, but nothing happens.

  • Set pyTransferAssingment flow action as a Modal Dialog

Modal Dialog

  • In runtime, nothing happens..

Nothing happens

 

Can someone please give a logical explanation why assignment is not transferred when we use Modal Dialog? What is the alternative approach to achieve this requirement?

 

Thanks,

 

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***Edited by Moderator: Pooja Gadige to add platform capability tag***
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  • Cloe Walker

Accepted Solution

Posted: 3 years ago
Updated: 3 years ago
Posted: 25 Feb 2021 0:58 EST
Updated: 25 Feb 2021 20:56 EST
Anil Vanaparthi (vanaa)
PEGA
Senior Manager, Services Engineering, Case Management
Pegasystems Inc.
IN

@CloeW938

pyTransferAssignment is either supported as local action on assignment or if its configured as a local action with replace current on a button it would work. Currently it doesnt support as a modal dialog.

Post transfer of the assignment, the current user wouldnt be able to work on that assignment as its transferred. due to this post submission of modal dialog , we shouldnt display the same assignment in background. So replacing the current is way to address this. Even for few other flow actions like change stage, its not supported as modal dialog as the context of the actual assignment gets changed post this action. 

Thanks.

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Posted: 3 years ago
Updated: 3 years ago
Posted: 22 Feb 2021 2:25 EST
Updated: 22 Feb 2021 2:40 EST
Cloe Walker (CloeW938)
IT Solution Service

IT Solution Service
SG

Hi @setha1,

 

Thanks for your reply. Per above URL, I configured it as below but still nothing happens.

pyTransferAssignment

My expectation is that Perform mode is gone and Confirm harness is displayed instead. I am suspecting if it is really possible to do this with the main screen still remains under modal dialog. For example, if I choose "Replace Current" instead of "Modal Dialog", it works fine. Or should I do some kind of Refresh operation? I tried "Refresh this section" action after Local action but no change..

 

Thanks,

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Accepted Solution

Posted: 3 years ago
Updated: 3 years ago
Posted: 25 Feb 2021 0:58 EST
Updated: 25 Feb 2021 20:56 EST
Anil Vanaparthi (vanaa)
PEGA
Senior Manager, Services Engineering, Case Management
Pegasystems Inc.
IN

@CloeW938

pyTransferAssignment is either supported as local action on assignment or if its configured as a local action with replace current on a button it would work. Currently it doesnt support as a modal dialog.

Post transfer of the assignment, the current user wouldnt be able to work on that assignment as its transferred. due to this post submission of modal dialog , we shouldnt display the same assignment in background. So replacing the current is way to address this. Even for few other flow actions like change stage, its not supported as modal dialog as the context of the actual assignment gets changed post this action. 

Thanks.

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Posted: 3 years ago
Posted: 25 Feb 2021 20:56 EST
Cloe Walker (CloeW938)
IT Solution Service

IT Solution Service
SG

@vanaa

Thanks for the explanation. I understand it is not possible to control UI on background. I will use "Replace Current" to achieve this.

Thank you!

 

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