Bulk Transfer In Pega In Michigan
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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)
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.
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.
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.
Today, I want to go over three of the basic types of file transfer—B2B (Business to Business), A2A (Application to Application) and Ad hoc transfers.
Bulk Filing is a method for third party tax preparers to submit multiple clients' returns in a single file upload.
