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

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Souvick A
Tera Contributor

‎03-07-2022 07:57 AM

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

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Dan H
Tera Guru

‎03-07-2022 08:22 AM

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

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Rabarber
Tera Expert

‎01-26-2023 07:12 AM

Hi all, 

I'm trying to do the same thing, could someone share the business rule script?

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