Screen flow with different assignies

User Experience
, ,
1

Im using screen flow which has 8 screens out of which employee enter input for 1st 5 steps and 6th and 7th screen has to input by Manger and remaining 8th screen its should route to User again. how can we implement this scenario

2

@ChaluvadiNLS16935752

Screen flow is for single user. U cannot route in between the screen flow

3

Hi @ChaluvadiNLS16935752

In Pega, the nature of screen flows is such that they are intended for use by a single operator to complete a series of steps sequentially without changing the operator in the middle of the flow. This is because screen flows are designed to provide a seamless user experience where one user can complete all steps without interruption or reassignment.

No Routing option available on assignment shape to route other user in screen flow

No routing option on assignment shape in screen flow.png
No routing option on assignment shape in screen flow.png1020×791 47.4 KB

Key Points About Screen Flows and Routing in Pega:

  1. Single User Interaction:

    • Screen flows are designed for single-user interaction to maintain continuity and context. This ensures that the user maintains the state and context of the process throughout the series of screens.

  2. Session Persistence:

    • Screen flows keep the session and clipboard data consistent for the user. If the flow were to switch users, it could disrupt the continuity and lead to potential data consistency issues.

  3. Simplified User Experience:

    • The primary goal of a screen flow is to simplify the user experience by allowing one user to navigate through multiple screens (steps).

  4. Design Limitation:

    • By design, Pega enforces that screen flows are not meant for multi-user interactions within the same flow instance. Assignments within screen flows cannot be routed to different users because the flow expects the same user to complete all steps.

For your scenerio sloution:-

In that stage add two screen flows and one screen flow for employee and other screen flow for manager. Oherwise add the standard process flow add route the each assignment any user you need.

4

@ChaluvadiNLS16935752

Hello, while transferring the assignment set the below fields and post this, it would route all the assignments to newly routed user.

need to reset pxFlow properties

This fields can be set in the local action post processing activity which is transferring assignment. Note: after the updating the values these needs to be persisted onto pyworkpage.

  1. .pxFlow(flowName).pyFlowParameters.AssignTo = reassigning operator id
  2. .pxFlow(flowName).pyFlowParameters.DefaultAssignTo = reassigning operator id

flowName is the name of the screen flow on which routing is being changed, this can be fetched from newAssignPage.pxFlowName.

Hope this helps.

Thank you.