Question
Citiustech
IN
Last activity: 25 May 2023 5:47 EDT
To change the case status after the case went to manager To-Do list
Hi
after user filled the details in the form and click on submit the case will move out of the user basket to the next stage there it will wait for the managers approval before the case is approved by the manager it will be in pending state, now if the user want to withdraw the case by clicking on the withdraw button he should be able to do it. How can i do that?
Even changing the case status will help.
Accepted Solution
Updated: 25 May 2023 5:47 EDT
Citiustech
IN
Hi guys,
i found a solution for withdrawing the case there is an pxForcecaseclose activity in pega give pzinskey in the key and give the status you want to apply, since the status is not equal to the condition for it to be in manager portal it will leave his worklist.
Thanks for replying for my query.
Updated: 3 May 2023 12:48 EDT
Infosys Private Limited
IN
Hi @SuryavamsiR
Using case wide local actions with the when condition (if pyStatusWork==pending approval), we can meet this requirement. If the flow is in the pending status, we can locate the specific casewide local action we generated in the actions panel.
In that local action we will pass section, add withdraw button, on click of button in actions set 1st run DT change the case status to withdrawn . Add another action finish assignment.
Citiustech
IN
I am fresher and new to pega I just need a little more information on where to apply Case wide action is it in the actions in the button or where?
I understand the remaining condition and DT i just need a clarity on Case wide action.
Thank you.
Updated: 29 May 2023 8:16 EDT
Infosys Private Limited
IN
Sure @SuryavamsiR
Go to case type right click and open case type, pydefault case type will open scroll down pyDefault case type rule there you will find Case wide actions.
NCS Pte. Ltd
SG
Hi @SuryavamsiR: Adding to @Bhavani Sagireddy . please look into this and this for better understanding of Optional actions
Thanks.
Accepted Solution
Updated: 25 May 2023 5:47 EDT
Citiustech
IN
Hi guys,
i found a solution for withdrawing the case there is an pxForcecaseclose activity in pega give pzinskey in the key and give the status you want to apply, since the status is not equal to the condition for it to be in manager portal it will leave his worklist.
Thanks for replying for my query.