Adding forwards and backwards buttons to the Portal

[AlexS7887 (Alex Scott)]

I have a requirement to add a backward and forward buttons to a user portal, so the users can navigate between screens to correct any mistakes made during case processing. Currently the user (Agent) has to start from the beginning to make any changes.

In this case I don’t think a ‘forward button’ is required as each screen has a Submit button to progress, but I need to somehow insert a ‘Back’ button onto each screen allowing the user to go back to the previous screen and change any details they’d previously set, and then submit to the next screen again.

I’ve included a brief outline of the journey that the user goes through.

Screen 1 (Start interaction) – The user selects some information and clicks submit. No back button is required here as this is the first screen

Screen 2 (Process Query) – More information is filled out here and the Submit button is clicked

Screen 3 (Send Resolution Email) – The user can send an email to the customer confirming the action taken. There is submit button (out of view), next to which a back button could be placed, to take the user back to the previous ‘Process Query’ screen.

Is there a straight forward way of implementing this?

[MarijeSchillern]

@AlexS7887 did you already check the posts that come up in a PSC key word search?

Going backwards in a case

Moving forward and backward within assignments in a flow which is launched in a modal dialog

Is there a way to achieve the navigation within modal dialog window without affecting the parent window?

You can achieve this by configuring a navigation button to go back to a previous Step in a Process. In the Process pane, on the General tab, select the ‘Allow users to go back to the previous Step’ checkbox. However, please note that you can configure the back navigation button only within a single Process, and not between Processes. The navigation is enabled within all Subprocesses as well.

Configuring navigation to a previous Step

[RameshSangili]

@AlexS7887

If all these screens will be performed by one Single user, then you can leverage screen flow to make it easier for the users to navigate back and forth between the screens. The users will see the breadcrumb as well which will help them to visualize the next steps in the case workflow.

Pegasystems Documentation?