Question
WellsFargo
US
Last activity: 1 Nov 2024 8:33 EDT
Reassign to Worklist on Save for Later Constellation
Hello there
We have requirement to save the case to the user's worklist when the user clicks on the Save for Later button.
We are using Constellation, in here the save for later button calls the DX API for Assignment Save and all API rules are final. What are our options to achieve this requirement, any recommendations?
Accepted Solution
Updated: 1 Nov 2024 8:33 EDT
Pegasystems Inc.
CA
Thanks for the clarification.
If you're leveraging GetNextWork to pick the most urgent work, then it gets assigned to the user rather than cherry-picking from WorkBasket list.
Pegasystems Inc.
IN
This is not possible in current constellation design and neither is correct usage of this button. One workaround is to add the " reassign action " as a promotional action.
You can refer this article - Bulk transfer\Self transfer as a starting point.
Pegasystems Inc.
CA
Hi Gowri,
Sorry, I'm confused. "Save for Later" by default will push the case back to the user's worklist (if the intention is to work later on this case).
WellsFargo
US
Hi Ramesh
OOTB by default is keeping the case in the Workbasket, not moved to user's worklist
Accepted Solution
Updated: 1 Nov 2024 8:33 EDT
Pegasystems Inc.
CA
Thanks for the clarification.
If you're leveraging GetNextWork to pick the most urgent work, then it gets assigned to the user rather than cherry-picking from WorkBasket list.