Assign a HR case and the same assigned to value reflect on HR tasks

[Souvick A]

Hello All

I have one query regarding this as I want to know how can I achieve below requirement:

> When HR case is assigned automatically the HR task is assigned to the same assigned to value and if the assignee changes on the HR case then the same reflect on the task.

Regards

Souvick

[Dan H · Accepted solution]

Hi @Souvick Adhikari 

You can use a before Insert/update business rule on the HR Case table, with the filter "Assigned to" is not empty.

Business rule script should check:

For any HR tasks

If HR tasks exist,

update the HR Tasks assigned to field with the HR Case assigned to value.

Do you need help with this script?

Hope that helps.

Please mark my answer as helpful/correct based on impact.

KR,

Dan H

[Musab Rasheed]

Hi @Souvick Adhikari ,

There is OOB template in which you can specify 'Users from parent case' as 'Assigned to' like there in below screenshot. It will make sure HR task is assigned to same person as that of HR case. link and screenshots are below. It's not good practice to show assigned to rather follow this approach. Mark my answer as correct or hit like based on impact. 

Link: https://your instance/sn_hr_core_HRTaskTemplate.do?sys_id=be7997942f321200b3c9a310c18c95f7&sysparm_record_list=tableCONTAINStask%5eORDERBYname&sysparm_record_row=5&sysparm_record_rows=11&sysparm_record_target=sn_hr_core_template&sysparm_sysid=be7997942f321200b3c9a310c18c95f7&sysparm_view=custom

Template Screenshot

HR Task Screenshot

[Souvick A]

Can I get the business rule script for the scenario. I want to have the same 'Assigned to' field value on HR task as manually inserted on HR case. Also , if the value changes the same should modify on the HR task

[Souvick A]

Thank you for the help 🙂