HRM Todos Summary Widget

[Rob Sestito]

Hey SN Comm Team!

I, for some reason, am having a tough time figuring out where I can remove the Description field from the HRM Todos Summary widget.

I am using HR Case Header Configurations to display information below. However, I am unable to remove the Description field from the top portion.

In my PDI, I have HR Service in that area. But I cannot for the life of me remember if that is OOTB or if I did that without realizing:

Can someone please help me figure this out? The first screenshot is of my clients instance. The top "Description" field is the old style (so it seems) and the one I am using from HR Case Header Configuration is the rich_description (which is able to use line breaks).

I just need to see where I need to go to remove the top portion description field.

Anyone able to assist?

Thank you in advance,

-Rob

[Rel H]

Hi Rob,

Just as a test, would you try temporarily adding additional fields to your HR Service Based Configuration detail row and To-dos Configuration detail row to confirm you are modifying the appropriate records? It sounds like you are in the right place and a solution is close by.

[Rob Sestito]

Hey @Rel H ,

Sure thing - here is what I did:

HR Service Based Configuration "Default for subject person/task assigned to":

To-Dos Configuration "Approvals":

View from portal widget "HRM Todos Summary":

Based on what I changed, does that look correct / hitting the right record?

Please let me know what you think.

Thank you so much!

-Rob

[Rel H]

Thanks Rob,

Looks like you are in the correct HR Service Based Configuration record. What happens if you add a field to the person row? Also, what happens if you disable all the fields in the person row? Does the description still appear there?

[Rob Sestito · Accepted solution]

Found it! @Rel H  @Community Alums 

The widget I need to adjust is the Todos Approval Details Header, with the HTML and Server Script.

Once located, pretty simple now.

Thank you both for replying and helping out!

-Rob

[Community Alums]

Great to see @Rob Sestito you found the solution 😊