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Transferring an assignment

Updated on May 11, 2022
Applicable to Theme Cosmos and Cosmos React applications

You can transfer an assignment from one user to another. For example, you can transfer an assignment to a team member with more experience or less workload. By reassigning work to other members on your team, you can resolve cases more quickly and effectively.

The Transfer assignment optional action enables users to manually transfer an assignment to another user, a work queue, or team.

Note: Ensure that your application can use Theme Cosmos or Cosmos React. For more information, see Enabling hybrid mode and Setting up the Constellation UI Service in Pega Platform. For applications that use Theme UI-Kit, see Transferring an assignment.
Before you begin: Enable transfer of assignments for your process by adding the Transfer assignment optional action to your case type. For more information, see Adding optional actions to cases and Adding optional actions to stages.
  1. Log in to an end-user portal, for example Web Portal.
  2. Find and open a case that you want to open.
  3. In the Tools section, click ActionsTransfer assignment.
  4. In the Activities pane of the case, in the Transfer assignment section, select the new assignee.For example: You can select User, and then enter the user name, as shown in the following figure. After the transfer, the assignment appears in the worklist of the new assignee.
    An example case with a new user selected to process the case
    An example case with a new user selected to process the case after the transfer takes place.
  5. Click Transfer.

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