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Issue opening the attachments from the portal.

Hi, There is an issue persuing when some users are trying to view the attachments on the HR cases from the portal. They are getting an error like "Requested attachment does not exist". But upon checking the sys_attachment table in the backend, the at...

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Subhadip Roy by Kilo Contributor
  • 1721 Views
  • 6 replies
  • 0 helpfuls

Resolved! How to add a new case status

Hi,  I'd like to add a new case status titled "Duplicate case" in order to capture when duplicated cases are arriving. How can I configure this new status? Thank you. 

choward by Tera Contributor
  • 1216 Views
  • 7 replies
  • 0 helpfuls

Lifecycle Event Activity Set Date Trigger

Hoping someone will be able to assist. We have an activity set called 'On Leave' with a date trigger. The date that triggers the activity set may change (leave start date). When the leave start date is updated by the user via an employee request, the...

NMeyer524 by Tera Expert
  • 764 Views
  • 2 replies
  • 0 helpfuls

HR Service Case Option - Automatically Create Draft Document

Hi all, What's the functionality behind the case option known as "Automatically Create Draft Document" in the hr service case options. What are the configuration steps for enabling this case option and how it works when giving this case option for th...

Imran J3 by Tera Contributor
  • 1786 Views
  • 1 replies
  • 1 helpfuls

HR service list view group by topic category and COE

I need to group by COE and topic category on the HR service list view but when I try to personalize the list to include the COE and Topic category columns , I cant find them.I only see topic detail.When I go to record view for HR service I can see th...

Saksham23 by Tera Contributor
  • 1361 Views
  • 4 replies
  • 0 helpfuls

Resolved! Knowledge article is not visible for a particular user

I was facing a issue i.e., for a particular user the knowledge articles are not able to see i.e., it is displaying no knowledge articles found. I have check the knowledge can read criteria but in can read criteria there is user is present when the ac...

Community Alums by Community Alums  
  • 1239 Views
  • 3 replies
  • 2 helpfuls

Glide Modal :- Agent Workspace

Hi ,  There are two fields, assigned to which will be dependent on assignment group. So when I am selecting Assignment group as ABC , only ABC group members should be available to select in assigned to field. Can we achieve this? Can we pass dynamica...

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harishkolla by Tera Contributor
  • 2122 Views
  • 7 replies
  • 0 helpfuls

Currency field - how to prevent it from converting

I have a Tuition Reimbursement record producer that references a table on the HR Profile, for eligible amount, amount used, and amount remaining.  These fields display on the HR Case.  When reimbursement is approved, we enter a reimbursement amount, ...

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jrusso by Tera Expert
  • 1086 Views
  • 1 replies
  • 0 helpfuls

For life cycle event case Need to create the new task

Can anyone please help me on the below query.For life cycle event case Need to create the new task , below is the taskWill you require a mobile phone YesNo Once the task is created and its assigned to preboarding specialist, preboarding specialist wi...

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nikhitha24 by Tera Guru
  • 634 Views
  • 2 replies
  • 0 helpfuls

Resolved! Business Rules and Scope Privilege access

Hello,I configured a business rule that is supposed to Query a Document task and find out if it has a parent and if it does, once the document task is done, it should close the parent task immediately instead of waiting a whole day (default automatic...

mlamin by Tera Guru
  • 1525 Views
  • 5 replies
  • 0 helpfuls

HR Agent Workspace - At a Glance configuration

Hey ,I'm looking for a way to edit the display of the At a Glance componentthat appears in the HR Profile (picture attached).I was only able to add fields to the "your employee" section.I would like to remove the other sections and add my own.Has any...

Tal5 by Giga Guru
  • 1340 Views
  • 2 replies
  • 2 helpfuls

Masking sensitive data in HRSD Module

Hi team,We have a requirement to mask sensitive data in HRSD module.For example,Year in DOB needs to be masked.SSN Number first 4 character needs to be masked.Also masking should be from both HR profile and Hr stagging tables. If someone has implemen...