Posted: 28 Nov 2017 10:29 EST Last activity: 29 Nov 2017 13:50 EST
Is there a way in Pega where a manager can assign work to his team members without Commiting the changes until he has finalized which user has to work on which task. ex: Assigning work from workbasket(pick and drop on each user name) to the user. These changes shouldn't be finalized till he click a submit button after he has finished his planning.
OOTB we can assign work to worklist of user's and it moves to the user worklist where he can see and start working, but in our case the assignment should only move once the planning is done. Customization is possible but is there any OOTB way to do this.
Thanks in Advance.
***Edited by Moderator Marissa to update categories***
Would Bulk Processing work for this task? The manager could select the assignments they plan to assign to a given user from the workbasket, and then perform a bulk "Transfer" or "ReAssign" action on them. OOTB it would only move the work for a single user at a time, and it sounds from your description like you might be looking for something that would assign to multiple users at a time, but you might be able to use it as a starting point.