Auto populate fields from interaction to HR Case

[Community6]

Go to HR Agent Workspace

Open any of the interaction record.

Click on Create HR Case

HR Case creation page gets opened.

Is it possible to auto populate the fields on to the HR Case creation page from the interaction (like opened for, employee name, subject person, short description).

[SANDEEP28]

@Community6  When you click on "Create HR Case" button on workspace, OOB it copies  the "Opened for" of an interaction record to "Subject Person" & "Opened for" fields of new case creation form. This logic written in "Create HR Case" UI action.

UI Action : 

In the workspace client script, you can write you logic to copy addition fields from Interaction to New case creation form. 

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[SANDEEP28]

@Community6 Have you tried my steps ?

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[Albert6]

Hi,

After agent click on "create case" one of the field in HR Case form in HR Agent Workspace is Source field and it is set to "Phone" by default. Any idea how we can change this default value to "chat" instead of phone. On interaction record it is field: Type=is=chat and I wonder if i can pass this value from interaction to hr case form (source field)? Any idea how to change this default value (just in hr agent workspace, so i don't want to configure dictionary on hr case from and change default value to "chat). Do you think it could be done through workspace client script? Thank you.