Bulk Transfer In Pega In California
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FAQ
How to transfer an assignment from WB to WL directly from Portal Set focus on current item. Launch an activity which set the context and recalls the pxTransferAssignment, to transfer the assignment from workbasket to user's worklist. Open assignment (Key equals to .pzInsKey)
1 Route an assignment to a specific user On the General tab, from the Route to drop-down, select Specific user , and verify the drop-down-list that follows defaults to User name . In the field under User name, enter servicecoordinator@mytown to route the Schedule repair task to the specific user.
In the Select action dropdown list, click Transfer Assignment. In the Transfer to dropdown list, select User. In the User's name field, enter the name of the user to whom you want to transfer the article. Optional: To transfer to a Work Queue or team, select that option in the Transfer to dropdown.
In the Summary pane of the case, click Actions > Transfer assignment. In the Activities pane of the case, in the Transfer assignment list, select the new assignee. For example, select Operator, and then enter the operator name.
On a destination system, open the Application Import wizard from Dev Studio Configuration > Application > Distribution > Import. Select the archive to upload. Choose to import a local file, import a file from a repository, or specify a file that already exists on the server.
Select Options > Bulk Actions in the portal header to open the Bulk Actions tab. In the tab, the Transfer work from field is a drop-down list of all available operator IDs. The or from field is a drop-down list of all available workbaskets. Choose an item from either list.
Before building Operator ID bulk insert, the first step is to build file upload function. The file format can be either CSV or Excel, and it's your choice. I have posted How-to documents for both uploading CSV and Excel on Pega Community, so you can follow these steps. Hope this helps.
