Question
IN
Last activity: 16 Jan 2018 2:04 EST
What is use of "Wait for user action"
What is use of "Wait for user action" option in case type rule under stage configurations
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SOHAIL SHAIKH -
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One America Financial Partners
US
User actions provide optional tasks users can do as they work on a given case. Basically user actions allow users to leave the primary path of a case to complete an optional process as their discretion. The key here is that the user makes the choice to execute the action, as such the action is not executed as the result of an automated process.
For example, a customer gives you a new/update contact details while working on a case for a loan. There can be an "update contact info", user action to update the users contact details.
-- Glenn
IN
Hi Glenn,
I think you are referring to optional user action but my question is about the option under "When all steps in this stage are complete:"
Automatically move to next stage
Wait for a user action-What is the use of this
Resolve the case
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Justy Lucille Montiveros
IN
Hi all can some one provide me answer to the query
Pegasystems Inc.
US
Hi Pavanir,
I have contacted our self-study support group asking them to assist.
Thanks
Pegasystems Inc.
US
I think Glen explained it, but I will try to give a use case.
As a developer you can control when you would move to the next stage or step, by default we just automatically move forward in most cases. However, you might need to pause the process and wait for a specific action to move forward. An example of this might be a loan document, where we can process parts of the loan request but there comes a point where we need a specific action to move forward. So we get to the end and we are still waiting for a persons bank statements. So when the user attaches those statements, than we can process the loan. So we continued the process up to that point, but were halted by details of the process. Once those details are complete (the bank statements supplied, but were maybe requested in earlier steps) we move forward.
Bill Rathert
Pegasystems Inc.
US
Also the way I see "Wait for a user action" in the General stage properties of the case designer allows you to change the stage transitions in the primary path from automatic to manual transition. When you select this option you will need to configure the transition to a different stage in the sequence of the case journey.
--Luigi
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Trupti Thakre
IN
Hi Luigi,
When i select "wait for user action" my assignment is getting routed automatically . Can you explain me in detail when to use it and how to configure it
Pegasystems Inc.
US
Hello,
The way a manual transition works is it will follow the processes in the steps you have configured in that stage. You may use the Change Stage smart shape in a flow to configure the stage you want to execute next as Pega is not automatically going to the next stage in the primary path. In my view you should be using this option rarely, when for example the scenario does not warrant you to configure a primary path.
For additional details please see:
1.https://community.pega.com/sites/default/files/help_v719/procomhelpmain.htm
--Luigi
IN
Thank you all for sharing the information