Add Parent Case Subject Person field to HR Task Template Rich Description

Amanda Reese
Tera Contributor

I am creating an HR Service for Peer Review. It begins with the manager submitting a record producer where they select their employee (reviewer) with a peer to review (reviewee). I have set the Opened for as the Reviewer. I have set the Subject Person as the Reviewee. This is working correctly. 

Once the record producer is submitted, an HR task is sent to the reviewer to answer the questionnaire. 

I am trying to get the subject person from the parent case to show in the rich description on the HR task template. I have attempting this with the HR Task table, the HR Case table, and the HR Workforce Administration Case table (which is the table the parent case is built on). None of them are working. The field continues to show blank when testing. 

I have also tried ${parent.subject_person}. 

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2 REPLIES 2

Susan Britt
Mega Sage
Mega Sage

The Parent field is actually referencing the core "task" table, and not the HR Case table so you won't be able to select the Subject Person which is not on the task table.  With similar requirements for customers, we have added a custom Parent HR Case field (leaving the OOB Parent alone) that is referencing the sn_hr_core_case table so we can dot walk to those fields specifically on the HR Case table like Subject Person.

Thank you for your response. I have also attempted to reference the HR Case table and the HR Workforce Administration Case table (which is the table the parent case is built on). Neither of them are working. 

Each time I edit the rich description on the New UI (this is the only way to select a reference table), I have to add the Rich Description field to the form, then edit it. I select the HR Case table, click save or update, then when I test, it is still blank. So I go back to the HR Task Template and add the Rich Description field to the form again, but it shows the HR Task table selected. It is still defaulting the HR Task table. I'm not sure how to get it to save the HR Case Table. 😞

 

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