Posted: 15 Mar 2020 22:01 EDT Last activity: 16 Mar 2020 5:59 EDT
how do go back to the previous operator?
I create a case . it has 3 stages in total.when I am in the third stage, an then I want to route to the first stage and the first operator. I think the system should record the first operator id, but I can not find it and I do not know how to do it.
please give me some advice.
***Edited by Moderator: Pallavi to update platform capability tags***
I think the ideal way of doing this is to create work parties and route the assignments using work parties(case participants). You can create the workparties for each participant in your case type and route the assignment accordingly.
If you want a simple solution simply use Route to .pxCreateOperator that will route to the first operator directly. The current operator id will be in .pxUpdateOperator if the current use makes some changes to the operator.
Hope this helps
Posted: 1 year ago
Updated: 1 year ago
Posted: 16 Mar 2020 3:21 EDT Updated: 16 Mar 2020 5:21 EDT
In this case create a Property which will hold the previous operator ID. When you are submitting the profile from first stage, set the property PreviousOperatorID with the pxCreateOperator property.
This will make copy of operator who has created the case.
Now from the third stage, with the help of Change Stage shape you can move the case to first stage. And from here to assign case to the first person, on the Assignment shape mention PreviousOperatorID as AssignTo.
Use activity Reassign to asign to PreviousOperatorID.