How to reject a duplicate entry ?
a loan approval case is created and that is already pending for approval now u created a second case for the same amount now this one should be auto rejected-how do achieve this
Accepted Solution
Updated: 15 Aug 2024 5:16 EDT
Maantic Inc
IN
Seems like a wrong requirement as loan amount can be common for a lot of customers. Anyhow, when the new case is created, on the flow set a decision shape where you can set the When rule. In that When rule, check if pxResultCount>0 from a data page which is sourced from a report definition where you filter with the loan amount and pyStatusWork as Pending-Approval. If pxResultCount>0 is true means there is already an existing case with the same amount. Then on the out connector of the decision shape, add a change stage shape where it'll be configured to an alternate stage where you set the status are Resolved-Rejected.
Accepted Solution
Updated: 15 Aug 2024 5:16 EDT
Maantic Inc
IN
Seems like a wrong requirement as loan amount can be common for a lot of customers. Anyhow, when the new case is created, on the flow set a decision shape where you can set the When rule. In that When rule, check if pxResultCount>0 from a data page which is sourced from a report definition where you filter with the loan amount and pyStatusWork as Pending-Approval. If pxResultCount>0 is true means there is already an existing case with the same amount. Then on the out connector of the decision shape, add a change stage shape where it'll be configured to an alternate stage where you set the status are Resolved-Rejected.