HR task & record producer

JohnnySnow
Mega Sage

Hi Team,

 

I have below requirement:

1. User raises the hr case.

2. Team A approves/rejects task (achieved this through Employee forms). If approved goes to Team B

3. Team B approves/rejects task (achieved this through Employee forms). If approved goes to Team C

4. Team C has to populated a bunch of fields (say around15-20), since it was difficult through employee forms we used a HR Task of URL type. This URL when clicked calls a record producer(with table set as HR Task) with all the above fields.

 

Now there are few issues with this approach.

1. When the URL is clicked it opens in a new window, with all the record producer details. Once user submits that

 - A new HR Task record gets created.

 - The existing URL HR Task is still open. (though we can closed it through BR)

2. The variables in the HR Task (record producer one) are not available in the URL task.

 

So do to these issues, I was wondering if there is a better approach to this. For now, the solution I could come up is:

1. Allow creation of new HR Task, but set state to closed complete & in the same code, update the URL HR task to closed complete state.

2.  Copy the variables from HR Task (Record producer one) to HR Task (URL one)

(if someone knows how to do this as well please let me know).

 

Please do let me know if there is any better approach.

Thanks
Johnny

Please mark this response as correct or helpful if it assisted you with your question.