Workflow - flag for follow up
My operations teams needs an easy way to flag work items which may be on hold because they are waiting on additional input from an external sources or the work item needs is on hold for one reason or another. Is there an easy out of the box way to do this?
Pegasystems Inc.
US
You could set the work object status to a certain value. Then you could report on items in that status.
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
Do they need to flag multiple work items at a time or will they open each case and flag it?
Anthem
US
@kanap2 The immediate need is to be able to open a case and then flag it and be able to display that flag in the Work Queue so that when they are in their My Work Queue, then can easily tell which cases need action and which ones may still need additional follow up. It is a way to help them manage cases which can be in varying states as they work them through completion.
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
Please find the approach below.
1) In the action menu of review and perform harness add a new menu item.
2) On the new menu item set action set as on Click run Activity.
3) In the activity do a property set (say HoldFlag="true") and commit the changes.
4) And use the above set flag to show it in my work Queue.