Constellation Assign work to user when clicking Go button (perform mode)
We have a requirement to assign the task to user work list from work queue upon clicking on "GO" button (opening in perform mode) in our constellation application. Usually this has been done by modifying pega extension point like "PerformDefaults", however there is no extension point activities are getting called in constellation.
MoveToWorklist activity is also not available in the latest version in PEGA (our version 24.2).
Appreciate if you can provide a solution or direction for us to achieve the requirement.
EvonSys
IN
IP Australia
AU
@Kishore Kumar Madduri
Thank you for the reply. I tried the option of using the local action to achieve the outcome and it almost work except throwing the stale error (Another requestor has updated the Case since it was last read. Please refresh the form and resubmit your changes.) in constellation due to work details being updated and saved after the etag being set.
PEGA does not provided an extension activity to call it before the etag setting or set the etag after the local action processing.
Thanks,
Janaka
EvonSys
IN
Local Action is OOTB action where you can config from Case Type --> Optional actions and add Local Action. It is working fine for me. PFA
Provide snapshot of how you have configured it.
Pegasystems Inc.
CA
MovetoWorklist is available in 24.2 version. Please find the screenshots for your reference.
HCA Healthcare
US
@JanakaDon In Pega Constellation 24.2, you cannot use traditional activities like PerformDefaults or MoveToWorklist, as these are not triggered or available. Instead, you can use a view-based action configuration. Create a "Go" button using a button action in your section and configure it to run a Data Transform or Automation. In this logic, call a custom Data Page or a Service that updates the assignment owner using the pxTransferAssignment API. Set the AssignTo parameter to the current user (e.g., pxRequestor.pyUserIdentifier). You can also use pxTransferAssignment via DX API or create a custom REST connector that wraps this logic. This will assign the task from a work queue to the user's personal worklist and open it in perform mode.
@JanakaDon
As we do not have OOTB option for this solution,
1. Using Case Level local action Transfer Assignment, but this is manual work for the user, open the WO and assign it to themself.
2. Create a reuseable DT which transfers the assignment to Current User (use Activities like pxTransferAssignment, Reassign) and call it in the flow action pre-Processing, so whenever user clicks on GO, the preprocessing DT will execute and Reassign to Current user instantly.