Transfer Case functionality is creating transferred case with new number

Jyoti Mehta
Tera Contributor

Hi Everyone,

we have one issue related to HRSD Transfer case custom functionality.

Out of the Box there was “Transfer Case” functionality in which HR Case gets created on New HR Service and old HR Case gets cancelled.

However, in our custom functionality we have renamed the UI Action to “Recategorize”.

On clicking on “Recategorize” UI Action/Button,

  • The Case gets created for New HR Service.
  • Newly created HR Case has the same number as previous HR Case.
  • Attachment gets copy over.
  • Work Notes also gets copied from previous HR Case.
  • Old HR Case gets deleted.

we have UI page i.e; OOB transfer case and one business rule to populate same number on Transferred HR case and delete the old record.

Issue: when we recategorize a case from one HR Service to another then it is creating a new case number and sometimes it does not copied work notes as well. If anyone has any idea about this issue then please help us. 

Thanks in advance!!

Regards,

Jyoti