Can we transfer assignment from Modal Dialog?

User Experience
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1

Hi,

I know we can transfer assignment from local action. For example, if we use OOTB pyTransferAssignment flow action as a local action, it works fine.

  • Set pyTransferAssignment to the Assignment shape in a flow rule

pyTransferAssignment.png
pyTransferAssignment.png630×395 11.5 KB

  • In runtime, select pyTransferAssignment from Actions menu

Local action.png
Local action.png174×214 5.79 KB

  • Select destination operator ID

Transfer.png
Transfer.png597×276 10.2 KB

  • Assignment is successfully transferred

Transferred.png
Transferred.png616×209 6.95 KB

My question is if it is possible to do the same from Modal dialog. Ideally I want to make my own flow action. For now, I just tried OOTB pyTransferAssignment, but nothing happens.

  • Set pyTransferAssingment flow action as a Modal Dialog

Modal Dialog.png
Modal Dialog.png638×524 26.4 KB

  • In runtime, nothing happens..

Nothing happens.png
Nothing happens.png496×244 6.78 KB

Can someone please give a logical explanation why assignment is not transferred when we use Modal Dialog? What is the alternative approach to achieve this requirement?

Thanks,

2

@CloeW938 Can you please have a look at below article https://community.pega.com/support/support-articles/unable-transfer-assignment-worklist-workbasket

3

Hi @setha1,

Thanks for your reply. Per above URL, I configured it as below but still nothing happens.

pyTransferAssignment.png
pyTransferAssignment.png946×680 45.7 KB

My expectation is that Perform mode is gone and Confirm harness is displayed instead. I am suspecting if it is really possible to do this with the main screen still remains under modal dialog. For example, if I choose “Replace Current” instead of “Modal Dialog”, it works fine. Or should I do some kind of Refresh operation? I tried “Refresh this section” action after Local action but no change..

Thanks,

4

@CloeW938

pyTransferAssignment is either supported as local action on assignment or if its configured as a local action with replace current on a button it would work. Currently it doesnt support as a modal dialog.

Post transfer of the assignment, the current user wouldnt be able to work on that assignment as its transferred. due to this post submission of modal dialog , we shouldnt display the same assignment in background. So replacing the current is way to address this. Even for few other flow actions like change stage, its not supported as modal dialog as the context of the actual assignment gets changed post this action.

Thanks.

5

@vanaa

Thanks for the explanation. I understand it is not possible to control UI on background. I will use “Replace Current” to achieve this.

Thank you!