reassign assignment

My requirement is we have a workbasket and users related to that WB can pick any WO and it will reflect in their worklist, user can also reassign or assign to other user both the things are working, but the issue is whenever I am transferring the WO from my worklist to others worklist, the wo is not getting removed from the current worklist. it's available in both the user worklist. ex: In WB75 have assignments 1,2,3,4,6.

User A pulled assignment 3 from the WB

Now user A transferred/reassign the same assignment 3 to userB, now both are able to see assignment 3 in their worklist. ideally, it should get removed from the worklist of user A which is not happening.

Hi, how do you transfer the assignment from one user to another? Did you try drag and drop from worklist widget or using pxtransferassignment activity ?

EngincanY Hey hi,

reassign is happening via local action at the pydefault using the data page for the list of operators and sourced in DT. Post assign calling utility addWorkObjectParty

we are not using drag drop or pxtransferassignment utility

GunaBaskaran

transfer assignment pega

As per your reply comment above, you are adding new Work-Party in local action. Could you please explain the scenario why you are adding new Work-Party? Is that you are adding user information as Work-party to whom all the particular case needs to be displayed in their Work-List.

GunaBaskaran - Thanks for the reply, yes that's the correct understanding. But ideally when I am reassigning the same case to the other user- the case is not getting removed from the current worklist.

Mukkram In this scenario you will not be able to use reassign functionality. Initialize the new case access user as Work Party member and remove the unwanted case access member from Work Party role. You can use removeWorkObjectParty activity to remove Work Party members.

Try checking the join conditions which are there in the RD being used to display the report definition. Also, check the underlying logic. The initial steps would be to run a report on Assign-Worklist and check the assigned operator id.

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IMAGES

  1. Transferring an assignment

    transfer assignment pega

  2. Configuring parallel processing

    transfer assignment pega

  3. Updating assignment routing

    transfer assignment pega

  4. What is 'Assignment' in PEGA?

    transfer assignment pega

  5. 3 Routing in Pega

    transfer assignment pega

  6. What is 'Assignment' in PEGA?

    transfer assignment pega

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COMMENTS

  1. Transferring an assignment

    The Transfer assignment optional action enables users to manually transfer an assignment to another user, a work queue, or team. Note: Ensure that your application can use Theme Cosmos or Cosmos React. For more information, see Enabling Cosmos React UI for landing pages and Implementing Cosmos React UI in Pega Platform.

  2. How to transfer an assignment from one user to another

    When end user trying to transfer the assignment from workbasket to an user there is no issue but when end user try to transfer the same assignment to different user then it is creating a new assignment with name "Internal flow" assigned to new user selected.

  3. Enabling users to transfer an assignment

    In the navigation pane of Dev Studio, click App. On the Classes tab, expand the case type in which you want to edit the assignment, and then click ProcessFlow. Click the name of the flow that you want to modify. Note: You can modify any flow apart from the flow for the Create stage. In the Flow form, on the Diagram tab, double-click an assignment.

  4. Transferring an assignment

    You can transfer an assignment from one user to another. By reassigning work to other members on your team, you can resolve a case more quickly. Click the worklist of a user to view the cases with open assignments. Drag a case to the worklist of another user or a work queue that belongs to your team.

  5. Transferring work

    Click Filter articles. The table will show the total number of results found that match the filters you selected. In the list of articles that match the filter criteria, locate the article that you want to transfer. Select the check box next to the article you want to transfer. Note: You can transfer multiple articles at the same time.

  6. Transferring an assignment

    You can transfer an assignment from one user to another. By reassigning work to other members on your team, you can resolve a case more quickly. Click the worklist of a user to view the cases with open assignments. Drag a case to the worklist of another user or a work queue that belongs to your team.

  7. Manager portal

    To transfer assignments in bulk: Select the Process Work gadget on the left navigation panel. In the Bulk Processing panel, the Transfer work from field is a list of all available operator IDs. The or from field is a list of all available workbaskets. Choose an item from either list.

  8. Transfer

    The Pega-ProCom agent, as it monitors service level rules, can also transfer an assignment. For example, the standard service level rule named TransferToManager transfers any assignment that is still open at deadline time to the manager of the user's work group.

  9. transfer

    The Pega-ProCom agent, as it monitors service-level agreements, can also transfer an assignment. For example, the standard service-level agreement named TransferToManager transfers any assignment that is still open at deadline time to the manager of the user's work group.

  10. Transfer/reassignment

    The following are the steps to configure. In the navigation panel of Dev Studio, click Records. Click Data Model > Data Transform. Click the filter for Name and search for SetReassignType. Click the rule to open it. Configure as needed and save the rule into your implementation layer.

  11. Assigning Primary Fields, Case tabs, and more in Constellation

    In the Process Stage, click Actions > More > User Actions > Transfer Assignment > Select to add a new Stage-wide user Action called Transfer Assignment. Click Save. In the ... Pega is the leader in cloud software for customer engagement and operational excellence. The world's most recognized and successful brands rely on Pega's AI-powered ...

  12. reassign assignment

    G GunaBaskaran. Sep '20. Hello Mukkram. Please follow below screen-shot steps to re-assign assignment from Worklist-WorkBasket or WorkBasket-Worklist. As per your reply comment above, you are adding new Work-Party in local action.

  13. Transfer

    The Pega-ProCom agent, as it monitors service level rules, can also transfer an assignment. For example, the standard service level rule named TransferToManager transfers any assignment that is still open at deadline time to the manager of the user's work group. When ...

  14. Manager portal

    To transfer assignments in bulk: . a check mark appears beside the ID of each work object that has been transferred successfully. You can continue to process other work objects, sending them to the same or other destinations, or close the Work Item tab to complete this process. To apply one flow action to multiple assignments

  15. Transfering Assignment Automatically

    7 posts Posted: Aug 14, 2018 Last activity: Feb 10, 2019 Closed Transfering Assignment Automatically Report Hello, I'm Anabella . I have some question, here's a picture that shows about transfering assignment. Is there any spesific way to transfer assignment to the list of operator without having to share them one by one in that manager page?

  16. Case Manager portal

    To transfer assignments from a worklist or workbasket To transfer assignments in bulk: Select Options > Bulk Actions in the portal header to open the Bulk Actions tab. In the tab, the Transfer work from field is a drop-down list of all available operator IDs. The or from field is a drop-down list of all available workbaskets.

  17. Transfer Assignment in Review

    Transfer Assignment in Review Report The pyTransferAssignment local action houses the UI to execute transfer to queue or operator, but cannot be run without being assigned to user, as its a local action. Is there any way to execute a transfer without being assigned to the case? ***Edited by Moderator Marije to add Capability tags***

  18. Assignment routing

    Assignment routing. As a piece of work moves through Pega's Case Life Cycle, it may need to move between multiple operators to be completed. When more than one operator is required to complete work on a Case, you define who performs the work on each Assignment. Careful and appropriate Assignment routing design increases business efficiency ...

  19. Bulk processing

    For example, managers can use bulk processing to transfer a large number of cases to a specific user for processing, update the urgency for multiple cases, or send out a message about many cases to a specific user. Developers can instantly apply common flow actions to many cases.