Posted: 29 Jan 2018 23:07 EST Last activity: 21 Mar 2018 23:32 EDT
DWA - Approvals without login into Pega & Login into Pega
For Example, Employee applies leave and the leave request had been sent to manager for approvals.
Using DWA, the Manager could provide the approvals via email without login into Pega. Alternatively, the manager should have the access to Pega and provide the approvals.
Is it feasible while using the external assignments, the manager could login into Pega and provide the approvals.
In addition, to support the below scenarios
Scenario 1: If the leave request had failed to reach the manager email mailbox
Scenario 2: If the DaysToExpiration (Mandatory) had expired, the manager will not be able to provide approvals. In this situation, auto approvals need to be enabled or manager should login to Pega to provide approvals
I think you can create two parallel assignments (one is internal and other is external). On the down the line of approval (of each assignment), you can clear the other open assignment (the way pxChangeStage API does).
I had been using Spin-off option in the sub-flow and was able to achieve the highlighted scenario. Cases had been routed to Worklist and email accordingly.
Few observation: The default case management approval buttons are not working for external users. I had to change the logic by adding radio buttons/dropdown. Just investigating the root cause for the default buttons issues.
Please provide your valuable suggestions for the below queries
What are the limitations do user will face while performing the action via DWA link?
Do users will be able to perform action on multiple cases at a time while using DWA link (i.e. in same browser)?
What are the various ways the DWA logic could be debug/verified? As of now, I was able to check the logs only. Is it possible to check the remote tracer?
An external user can perform only one action at a given time. Meaning, if an event triggered to Server, the link will no longer be active to perform another event. Irrespective of whether it is a on-change refresh actions or server validations, the link will no longer be accessible.
Manager can perform action on multiple cases in a single window, only if your design is supported that.
If the external assignment is configured one for each case, then manager had to access multiple links to approve multiple cases.
Note: In this case, they are chances that you may face some session issues. You can go through below supporting articles to overcome that.