Reassign to Worklist on Save for Later Constellation

General
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1

Hello there

We have requirement to save the case to the user’s worklist when the user clicks on the Save for Later button.

We are using Constellation, in here the save for later button calls the DX API for Assignment Save and all API rules are final. What are our options to achieve this requirement, any recommendations?

2

@Gowri Deivaraju

This is not possible in current constellation design and neither is correct usage of this button. One workaround is to add the " reassign action " as a promotional action.

You can refer this article - Bulk transfer\Self transfer as a starting point.

3

@Gowri Deivaraju

Hi Gowri,

Sorry, I’m confused. “Save for Later” by default will push the case back to the user’s worklist (if the intention is to work later on this case).

4

@RameshSangili

Hi Ramesh

OOTB by default is keeping the case in the Workbasket, not moved to user’s worklist

5

@Gowri Deivaraju

Thanks for the clarification.

If you’re leveraging GetNextWork to pick the most urgent work, then it gets assigned to the user rather than cherry-picking from WorkBasket list.