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Hi all,
Our business requirement is like , when a case is assigned to a contact a pop up message should be available on the screen for whom we have assigned the case , like accept or reject the case . when the case is reject by the candidate the case should be again routed to the assign , How can we achieve this task.
Tanks in advance.
Hi sanjay415,
You can use custom field and workflow in case entity, which can reject case to assign case again, but it can’t assign to the user who assign the case.
1.Create a custom option set field that named ‘Approval’.
Go Settings > Customization > Customize the system > Entities > Case > Fields.
Then add the field to the case form.
2.Create a workflow.
Go Settings > Process.
(1) Set trigger—when approval field changed.
(2) Add steps.
a.Check condition: check approval field equals ‘Reject’.
Under condition:
b.Assign record: assign the case to one user you select.
c.Update record: clear ‘Approval’ field.
Regards,
Leah Ju
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