Question
ING Belgium SA NV
BE
Last activity: 12 May 2020 8:09 EDT
Create a new case in the same harness when old case gets assigned to other workbasket
We created an initialization screen where we can enter all case data needed. After duplicate case check, the temporary case is being persisted and moved to another workbasket where it will be picked up by an agent to do some background calculations/checks. Afterwards, it will be reassigned to the end-users workbasket.
In order to speed up the work, we would like a new case to be created using the existing harness so the user can continue with encoding the next case.
Any ideas on how to accomplish this? Thnx!
Pegasystems Inc.
FR
Hello,
What do you mean using existing harness here. You are not talking about your initialization screen I believe right. Is it a Review or a Perform harness maybe.
ING Belgium SA NV
BE
When opening a new case, it starts off with an assignment to the current user. He/she enters the case information in this first screen (on a perfom harness) which is displayed in the next available tab on the portal.
After completing the first screen, the case is being persisted and assigned to another workbasket. At that moment, the current user can't continue working on that specific case. His/Her work is done...
What we want to achieve is that, after the case is being assigned to another workbasket, a new case is opened in the same tab. So the user can continue with entering the next case instead of needing to click on the "Create new case" link in the menu.
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
After the case got persisted, do you want to have 2 cases, one for background process and one for end-user?
Could you please explain in detail what do you mean by existing harness.
ING Belgium SA NV
BE
After the case is persisted, I want one persisted case, but no longer assigned to the current user (so no longer visible on screen). And a new one (temporary case) opened in the same tab of the portal for the user to work on.
So: 1. User 1 opens a new case (t-1) 2. User 1 completes screen 1 and clicks on submit ==> t-1 is being persisted ==> c-1 is being assigned to User 2 3. User 1 gets a new case (t-2) and it "seems" like this case is opened on the same spot on the screen where moments ago t-1 was.
With the existing harness, I mean the open tab of the portal harness. As far as I can see (and I'm still an absolute newbie in Pega), you have a portal harness containing a case harness (which can be Perform, Review, ...) , right?