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Cancel HR Lifecycle Event Case

Hi, I'm making a lifecycle event case for onboarding new hire.I opened a lifecycle event case and tried cancelling by clicking the cancel button.A form to enter a reason for cancellation opens and when I submit, nothing happens.I thought that the tas...

YounseoC by Tera Contributor
  • 1488 Views
  • 7 replies
  • 4 helpfuls

send email with dynamic data

Hi, I'm trying to send an email with dynamic data. I made a task with 'Email template', 'Email subject', and 'Email body' fields. When a user selects an email template from the 'Email template' field, 'Email subject' and 'Email body' field will auto-...

YounseoC by Tera Contributor
  • 855 Views
  • 6 replies
  • 2 helpfuls

Cancel a lifecycle event

Hi, I am a little confused. I made an onboarding lifecycle event and opened a lifecycle event case for a user. I tried cancelling the case, and the state changed to 'Cancelled'. However, the child tasks' state didn't change. About a week after the at...

YounseoC by Tera Contributor
  • 461 Views
  • 3 replies
  • 1 helpfuls

Resolved! Lifecycle event case task be optional

Hi, I need help. I want some tasks under lifecycle event case to be optional. That is, even if the user did not close complete the optional task, the case will go on to next activity set or the next process. Also, in the end, the case should be close...

YounseoC by Tera Contributor
  • 639 Views
  • 2 replies
  • 2 helpfuls

Hide COE "HR Case" while case creation

Hello Experts,I want to hide COE "HR Case" while case creation. Please help. @Community Alums : I have also tried a solution using the "COE security configuration " by creating two records of read and write. 

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Community Alums by Community Alums  
  • 558 Views
  • 3 replies
  • 0 helpfuls

What is the real need for client role?

Hello, In the platform, I don't see ACL using the client role. I want to understand if these roles are only for our platform personalization or if there is any out-of-the-box logic applied? Thanks

Joy12 by Tera Contributor
  • 1083 Views
  • 4 replies
  • 0 helpfuls