Expanding details shown on details tab on Employee Center My To-dos (for HR Cases)

[Mark Roethof]

Hi all,

Just wondering if anyone has done some work on Employee Center and the "HRM Todos Summary" widget. Specifically, getting more details visible on the "Details" tab, when it concerns an HR Case.

See below image. What I'm after, adding for example also the Description field to this section.

I did find already, that the section is made up in another widget, "Todos HR Case Approval". Haven't found yet where the "additionalFieldsList" is coming from. I would guess, that that would contain (out-of-the-box) only Short description.

I will do some more searching. Though perhaps anyone has already ideas or came across this 🙂

Kind regards,
Mark

[Loudigi]

Hi Mark,

I wish that all task types were built like this one! I say that because I had to create a custom widget to display additional fields for REQ and RITMS. 

You are in luck that all you have to do is head over to the HR Service Based Case Configurations (sn_hr_core_config_case.list) or HR Case Header Configuration menu, and update the Default for opened for/approver record for HR Case and include Detail columns you'd like.

[Mark Roethof]

I did look at that before though somehow not enough I guess.

It is the correct answer for fields which are displayed. Though somehow on my customer instance (have to reproduce out-of-the-box), the Description is just not shown instantly on the Approval on the Employee Center. It is shown, when manually updated the Description in the Case.

Have to do some more investigation what this might be.

Kind regards,
Mark

[Loudigi]

worth noting that there are 2 descriptions fields on HR case records. Make sure o work with the right one.

[Rafa Lagares]

Hi,

Thanks Loudigi for the detailed response.

I just wanted to add, that in case you have a need to show different info depending on the HR Case type, for example for a "Tuition Reimbursement Request" show data related to the courses vs for a "401(k) Retirement Plan Enrollment Inquiry" more specific data related to the inquiry, you can always create specific configs under "HR Case Header Configuration" for the ones you want to be more specific, and associate those configs to the specific HR Services in "HR Service Configuration".

Hope this helps