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Forum Posts

changing PDF document template name for HR service - customization

Hi all,  document templates generated from HR case have the following name OOTB: "Name of HR service - Name of person who generated the doc" I would like to change this to "Name of HR service - Name of Subject person"  Now I have tried to edit a copy...

ZNOW by Tera Contributor
  • 1127 Views
  • 2 replies
  • 0 helpfuls

How to add Case Number to Survey Notification

Hi All, We have a request to add Case Number to our Survey Invite email but, since this notification is built off the Assessment Instance table (asmt_assessment_instance) we can not figure out a way to add case number. I have tried to dot-walk throug...

aguanci by Tera Expert
  • 1647 Views
  • 4 replies
  • 0 helpfuls

Resolved! How can an agent manage HR templates?

Hi,I found out that HR agents must have the sn_hr_le.activity_writer role if they want to access and edit HR templates. I found an ACL in the HR Core scope that says that if a user has the above role and the owning group field is not empty, they are ...

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miro2 by Mega Sage
  • 1911 Views
  • 7 replies
  • 2 helpfuls

Unable to change the theme in New HR Workspace (Tokyo)

I am unable to change the theme in the new agent workspace which comes with the Tokyo upgrade. I want to change the color. Below is the image.I am unable to modify or change the theme as well in the UI builder under branding and theming.Can anyone he...

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Sachin67 by Tera Contributor
  • 2504 Views
  • 6 replies
  • 3 helpfuls

Resolved! HR task not visible in employee service portal

Hello all, I am working on adding an activity set within a HRSD in processing. I have 3 business rules to assign the task below to whatever org the New Hire is joining. The Task "Supervisor Complete NH SIPR" is assigning the task like I want, but the...

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Averyy by Tera Contributor
  • 2324 Views
  • 1 replies
  • 1 helpfuls

Add dashboards to HR Agent Workspace

Hi Folks,Is there any way we can show reports and dashboard in HR agent workspace. if yes then what are the prerequisites or licensing required. We want to have OOTB HR case Dashboard / Case overview and Manager Dashboard on the agent workspace. 

User cannot download the attachment from the record producer

Hi Team, I'm working on the record producer which create the HR case. I have added attachment to the record producer, where attachment will be present in sys_attachment table. I have created rich text variable and added URL of the attachment. Form co...

DeepikaM by Tera Contributor
  • 2152 Views
  • 4 replies
  • 0 helpfuls

Resolved! Filter HR Cases with reference field 'Assigned To' in HR tasks

Hi, I need to filter the HR Case (sn_hr_core_case) table where a Task from Task (task) table is Assigned To = Me. I have tried adding a filter "Parent => Task Fields" then "Parent > Assigned To" but nothing shows up on the table list view.  I validat...

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Delete Action capture in update set

Hi all,we have an application under development in Dev and Test Environments. There was an unnecessary field and I deleted it in the Dev Environment, but it was not captured in the update set. so how can I reflect the deleted field in the test Enviro...

Madhan007 by Tera Contributor
  • 2161 Views
  • 4 replies
  • 1 helpfuls