Rellie Luo (RellieL6)
Sia Partners

Sia Partners
RellieL6 Member since 2018 4 posts
Sia Partners
Posted: May 24, 2019
Last activity: May 28, 2019
Posted: 24 May 2019 12:34 EDT
Last activity: 28 May 2019 11:10 EDT

Routing case to the operator from the previous stage

What is the best way to route a case to the user who worked on it in a previous stage?

For example, an analyst steps through a stage. Upon completion the case is sent to a reviewer to be checked over. If the reviewer determines that the case is missing details, it needs to be routed back to the original analyst for amendments, then again returned to the reviewer.

Is there a way to capture the user at a given stage? I've been looking into the participants/roles settings and potentially extracting the info that way. Any suggestions would be greatly appreciated.

Low-Code App Development Case Management
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