On HR Case need to see at what point in the flow this case is.

kshaw
Giga Guru

In HRSD, for a HR Case been diplayed, I need to know where in the steps (flow, tasks) the case is by easily seeing a text field (e.g. Stage) or ribbon progress timeline)

 

In ITSM using Catalog Items, a list of RITMs would display the Stage field showing green & blue circles to represent the progress in a workflow/flow. On the RITM record, the stage field would display the name of the current task.

 

In HR Case, I do not see anything that displays that information. How does an agent see at what step in the process a case is in, particularily when the attached Flow is lengthy and there are many tasks.

 

Seems like there should be some OOTB functionality to show that.

1 REPLY 1

Aanchal Agarwa1
Tera Contributor

HRSD does not have an OOB visual progress indicator equivalent to the RITM Stage ribbon. The quickest OOB way for agents to see where a case is, is via the HR Tasks related list on the case record, which shows active and completed tasks. If you need something more visible on the form, create a u_stage string field on sn_hr_core_case and update it at each key step in your Flow using a Flow Designer action. This gives agents a clear read-only text indicator of the current stage without heavy customisation. 

 

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