i successfully created underwriter page and showed data properly.now when underwriter click approve how can i assign the task to reviewer? do i need to use case status? then how?
@Sam @Simphiwe @Eldho
If you successfully complete the underwriter task, the case will disappear from My Tasks.
You can then find the same case in Group Tasks. This time, when you open the case, it should display the Reviewer page (if you have created one), allowing you to perform the reviewer operations from there.
how i can make the task completed when clicking approve button? @Sam
Hello @navaneethck_10 ,
You can add a trigger to the Underwriter Approval button.
Inside that trigger, use a Case Service where you:
- Select the Case Decision.
- Use
cidfrom the case instance,taskIdfrom the task instance, andmetadata.taskOwneras the userName from the task instance. - Pass a decision input like
underwriting_approved: true.
This will ensure that the case is updated correctly when the underwriter approves it.
Hey @navaneethck_10 , if you have access to bpm, check the decision configurations in human task node, you will have to pass same params from decision API in alpha along with taskId and taskOwner.