Can someone please help me in figuring out how can we can we add a field in the 'New HR case' page which opens when we click on the 'Create HR Case' button from a live chat. In our console (backend) when we create a new HR case, a checkbox is there , we want that same checkbox in this 'New HR case' page which comes up in the agent work space. I want the checkbox before description
Hi @Debo8,
This can be easily achieved by going to the 'Case Creation Configuration' under 'HR Administration'. Simply type 'Case creation configuration' into the Navigation menu. (See 1st screen shot below)
From here, you want to to click on the 'Case Creation' tab (Screen shot 2 below) and edit either the left, right or 'bottom task fields' field. Simply add the field you wish to add to the form making sure you're in the correct scope of course ; )
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Thanks, Robbie
Hi @Debo8,
Can you confirm which table it was created and associated to (and also the Application aka the scope) by checking the 'Dictionary' please.
Type 'Dictionary' into the Navigation menu and search by the field name.
From the screen shots below, you'll see I created a 'Test Checkbox' (field name: u_test_checkbox) on the 'sn_hr_core_case' table within the Application 'Human Resources: Core'
This is visible for me on the Create New Case page from the Workspace. I can only assume the field was not created correctly on the correct table or correct scope
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks, Robbie
Hi @Debo8,
This can be easily achieved by going to the 'Case Creation Configuration' under 'HR Administration'. Simply type 'Case creation configuration' into the Navigation menu. (See 1st screen shot below)
From here, you want to to click on the 'Case Creation' tab (Screen shot 2 below) and edit either the left, right or 'bottom task fields' field. Simply add the field you wish to add to the form making sure you're in the correct scope of course ; )
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks, Robbie
Hi @Debo8,
Out of interest, can you add another field for test purposes. As per my example, I added the 'Assigned to' field within the 'left task fields' field. Out Of Box, Assigned to is not displayed.
It displays when I create a case within the HR Workspace.
(I'm just wondering which table the checkbox you created is in etc)
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks, Robbie
