HRSD Parent Child Relationships

tbander
Tera Contributor

Hi everyone,

We are working within HR Service Delivery (HRSD) and have encountered a scenario involving parent-child case relationships.

When a parent HR case is canceled or closed, the child cases/tasks remain in their existing states (e.g., Open, In Progress), which creates inconsistency and potential process issues.

What we’re looking for:

  • Best practice guidance for synchronizing state changes from parent to child.

  • Whether it’s better to use Business Rules or Flow Designer for this use case.

  • Upgrade-safe methods or patterns others have used successfully.

  • If ServiceNow has any official recommendation on whether children should inherit the parent’s cancellation or closure.

Additional context:

  • We’ve explored adding a Business Rule or Flow to auto-cancel or close child cases when the parent is canceled.
  • We'd prefer not to deactivate OOTB scripts due to upgrade concerns.

  • Wondering if others have implemented a clean and reusable solution (e.g., using a mapping table, scoped app approach, etc.).

Would love to hear how other organizations have handled this or if there’s a canonical solution supported by ServiceNow.

Thanks in advance!

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