Document Template - generate PDF with Subject Person name in the title
Hi all, Is there any way to generate a PDF document with "Subject Person" name in the title? We are using "Document Templates" plugin.Thank you in advance,Victoria
Forum Posts
Resolved! Document template - how to generate pdf with Subject Person in the file name
Hi everyone, After installing the Document Templates plugin, the file name of the generated pdf document no longer contains Subject Person name, but instead takes the name of the person who generated it.Could you please share your solution if you hav...
Resolved! Attachment API - Attach a file by URL
Hello,I am testing the Attachment API (Upload an attachment from binary request (POST) with the "Rest API Explorer" module to see if it works correctly for my needs. I uploaded a file from my computer (local) and when I try to send, it works well.Now...
Denoting Recently assigned cases in HR Agent Workspace?
We have a use case we're trying to solve: Our Agents would like to see some sort of signifier that a particular case was recently assigned to them (regardless of state) in the HR Agent Workspace. Something like bolding the case until clicked on. I kn...
Employee Center: My Requests: Approve Request: Display some fields of the HR Case
Hello Community, I need to add some fields from the HR Case in the Approve Request, ideally in the Details tab. How can I achieve this ? Thanks for your help.Regards,psypniew
Can we hide the OOB Export option in HR Agent Workspace for specific table(ex: Employee Relations)
Hello, so we would like to skip sending details of a specific related list in ER cases in the PDF downloaded. 1) Can we edit the OOB Export option in Agent workspace, such that we can skip specific related list getting in PDF downloaded?2)If this is ...
Resolved! What is Associate Interaction Features in HRSD, Xanadu Version? Please explain. Any Links?
Good afternoon.What is Associate Interaction Features in HRSD, Xanadu Version? Please explain. Any Links or docs?
Resolved! Reassignment the Case to particular groups
Hi Team,We have created an HR Service that belongs only to China. When a case is created for this service, it gets assigned to one of the China assignment groups.Our requirement is: if the case needs to be reassigned, the Assignment Group dropdown sh...
Reassignment of groups
Hi Team,We have created an HR Service that belongs only to China. When a case is created for this service, it gets assigned to one of the China assignment groups.Our requirement is: if the case needs to be reassigned, the Assignment Group dropdown sh...
Performance Improvement Plan Configuration
We are required to configure 4 Activity for PIP (Performance Improvement Plan)1. Initiate PIP2 Formal Coaching and Feedback3. PIP Completion4. Termination Initiate PIP form is available on our Portal which is assigned to Employee Relations team. Th...
HR Agent Workspace - Add At-a-Glance to HR Task Contextual Side Panel
Good afternoon, I'm trying to add the At-a-Glance function to the contextual side panel for HR Task view in HR Agent Workspace. I've created a sys_declarative_action_assignment record on the HR Task table which exposes the At-a-Glance item, and edite...
Send a notification when HR Task has created.
Hi, I need to set up a notification for when an HR Task is created. The HR Task is generated using Flow Designer.For example, if the HR service is Payroll, an HR Task will be created through Flow Designer. I prefer not to use the "Send Notification"...
Resolved! Remove Rich Description to Description Field Copy Behavior
Hi, In the HR module, there is an out-of-the-box (OOB) functionality that copies the content of the rich_description field to the description field. I am currently working on removing this copy behavior. To address this, I have disabled the default O...
API for HR Condition that drives user criteria
We’re building an internal Enterprise Search AI tool from scratch that indexes Knowledge Base articles via the ServiceNow API. To enforce Knowledge access, we need to respect the User Criteria on each article.The API lets us pull the User Criteria sy...
Virtual Agent -HRSD Topics Not Visible in Virtual Agent via Employee Center Portal
Hi All,I am currently testing the "Get Time Off Balance" and "Request Time Off" Virtual Agent topics, which are part of the HR Service Delivery (HRSD) module. Although I have published these topics and marked them as discoverable, they are not appear...