Bulk Transfer In Pega In Minnesota
Description
Form popularity
FAQ
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.
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.
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)
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.
All sellers must complete and sign the title in the seller's section on the front of the title. All buyers must complete and sign the buyers section (next to the sellers section) as well as complete and sign the "Application for Title by Buyer" section.
Creating an operator ID In the header of Dev Studio, click Create > Organization > Operator ID. In the Short description field, enter the full name of the new operator. In the Operator ID field, enter a unique identifier. Click Create and open.
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.
Unlocking an operator In the header of Dev Studio, click ConfigureOrg & SecurityAuthenticationOperator Access. In the Locked operators section, click Unlock & Reset next to the chosen operator. Send the newly generated password to the operator.
