Question
Synergy BIS
US
Last activity: 30 May 2018 12:10 EDT
Move Work Item from WorkBasket to WorkList
We would like to allow Operators to take ownership of Work Items from the WorkBasket, removing them from the WorkBasket so other Operators cannot work on them.
How do we configure Pega so that if an Operator opens a case from the WorkBasket and saves, it is moved out of the WorkBasket and onto the Operator's WorkList?
Pegasystems Inc.
US
You could use the MoveToWorklist activity.
Pegasystems Inc.
US
If all you're trying to do is reassign this to an operator's worklist from a shared workbasket then Carissa's suggestion should work.
I'm just a little concerned about this requirement/implementation detail you mentioned. "How do we configure Pega so that if an Operator opens a case from the WorkBasket and saves, it is moved out of the WorkBasket and onto the Operator's WorkList?"
Theoretically, you could try to create/override your "Save" operation to do both at once, but I'm not sure you would want to actually do that. If you achieved this, then any operator (say, a manager) just trying to update a case and save changes would also inadvertently reassign the case to themselves. I'm not sure that's what you want.
Accepted Solution
Pegasystems Inc.
IN
I would agree with the Rett's observations.
Though you could achieve by configuring an action on the click event of the Grid/Table in which workbasket is containing all the work objects.
1. On click event, add an action "Run Activity".
2. Configure "ToWorklist" activity.
3. Pass the required parameter which is an operator.
But this would be contradictory to functional design. Apart from "Reviewer" who could face an issue, even mistakenly if any operator opens a case it will be assigned to him/her.
It would be better if you use a local action "Re-assign" for the same.
Hope it gives you an idea.
Regards,
Asif