Question
CNO Financial Group Inc
IN
Last activity: 14 Jun 2021 7:38 EDT
Creating new case while transfering by resolving the old case
I have a requirement like while doing a transfer from worklist or one workbasket to other workbasket, it should create a new case and transfer that new case to the workbasket
For transferring the case I have added the pyTransferAssignment as a local action in my case type.
Thanks in advance.
***Edited by Moderator Marissa to update Platform Capability tags****
Accepted Solution
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
For routing the new case to the selected workbasket, we might need to use a custom router activity on the first assignment of the case.
Propagate the selected workbasket property from the old case to the new case. In the custom router activity, check if workbasket property has value and route it, else route to the current operator.
IN
Hi,
You can make use of following activities for your requirements while transferring the assigment
pzCreateCase- for creating case
pxChangeStage- to resolved current case
Hope this helps
Thanks
Updated: 22 Apr 2020 9:15 EDT
CNO Financial Group Inc
IN
Hi Pooja,
Thanks for your reply!
I am able to see the activity pzCreateCase but I need to create a case with CMP- as prefix, Is there any parameter is there for that?
How can I do that?
IN
Hi,
You can prefix list for all the casetypes in application rule.
Open application rule > Cases & Data-> add casetype,class and prefix
It will automatically use this prefix when you are creating case
Thanks.
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
We might need to use new flow action for this and in the post process activity, call pzCreateCase by passing required parameters to create a new case, and for resolving the case you can call pxForceCaseClose activity.
Do we need to route the new case based on the workbasket selected in the old case while transferring?
CNO Financial Group Inc
IN
Hi,
Already I am using the pyTransferAssignment Flow Action
Yes We need to route the new case based on the workbasket selected and also I need to copy the old case information to the new case which is going to create using the activity.
Accepted Solution
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
For routing the new case to the selected workbasket, we might need to use a custom router activity on the first assignment of the case.
Propagate the selected workbasket property from the old case to the new case. In the custom router activity, check if workbasket property has value and route it, else route to the current operator.