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Resolved! Options to stop child case from cancelling if parent case is closed?

When a case is closed, OOB business rule "cancel or close case cleanup" calls script include "hr_utils" which cancels any child cases that remain open. We have a business case for allowing a parent case to close while a child case remains open. Our p...

ErinF by Tera Expert
  • 2397 Views
  • 4 replies
  • 5 helpfuls

notifications before 3 days to due date

hiii,   need solution for, send a notification to user 3 days before the Due date....     ex: if due date is 3/02/22, notification will be trigger 3 days  before the due date(01/02/22)...

siva58 by Tera Contributor
  • 1880 Views
  • 5 replies
  • 1 helpfuls

Audit within the case

Hello I am looking for some guidance on auditing within a case when the case gets transferred to another service. What we are experiencing is when we do the transfer, you lose the history of who had worked on the case previously so then it appears th...

Resolved! Auto Assigning Rules for HR Service

Hello, Is there a way to create an assignment rule to assign a specific HR Service to a specific Group? I created a rule in my DEV environment, ensured it was enable, and then submitted a test, but it did not assign to the group I intended it to. Tha...

Melissa3 by Kilo Contributor
  • 2051 Views
  • 5 replies
  • 4 helpfuls

Resolved! 'Request Onboarding' Lifecycle event not installed with plugins

I have installed HRSD plugins (Core, Lifecycle events, etc.) so that I can begin configuration for an Onboarding/Offboarding deployment. After installation, the out of box 'Request Onboarding' lifecycle event/record producer is not there. I have comp...

Wes22 by Tera Contributor
  • 949 Views
  • 3 replies
  • 2 helpfuls

Global Search in HR Agent Workspace

Looking for the setting so people using Agent Workspace can do a search all in the Workspace. These people have the required HR roles in addition to the awa_agent. In the UI16 they can do a global search all, in the Workspace they can only do a limit...

Rejecting a HR Case

Hi all, On the life cycle event, I have created an activity type Approvals and in the Approval options, I have selected 'On Rejection' =Allow resubmit of approvals. The docs says after setting up the above, if we reject the HR case then there will be...

st27 by Tera Contributor
  • 975 Views
  • 3 replies
  • 2 helpfuls

Roles needed to specific modules without providing Admin Access

Hi All, Can anyone please let me know what Role is needed for the following modules ? without granting admin role to the user in lower environments. 1. Notification 2. Workflow 3. creation of update set 4. Grant HR admin and HR agent role to users   ...

Ashmiya by Tera Contributor
  • 782 Views
  • 4 replies
  • 0 helpfuls

HR cases not visible

agent not able to view other group HR cases? He can only view the cases that he is a part of the group He need to view other group HR cases  please suggest

ram109 by Tera Contributor
  • 1771 Views
  • 4 replies
  • 1 helpfuls

Resolved! How to restrict HR Case to particular Tier1 groups

Hi All, I have requirement- We have Tier1 , Tier2 and Tier3 groups. We need to show HR cases to Tier1 groups only. But also show corresponding HR Cases to Tier 2 or Tier3 groups if HR Case is assigned to these groups. I have created Read COE Security...

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