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
Forum Posts
ESC Portal: What's the best way to enhance the HRM Case Acceptance from My Task and from My Request
Hello Expert,In ESC Portal, we need your advice: the goal is to enhance the HRM Case acceptance behavior.From "My Task" menu is easy we have the To-Dos configuration that we have already a mapping for HR Case, 'HR Acceptance' and can map the new Wid...
Help Needed with Virtual Agent Attachment Handling in Workday Integration
Hello experts, I’m working on a use case where we need to allow users to upload documents (birth certificate, driver's license, etc.) through Virtual Agent, which are then sent to Workday as part of a user profile change process. Users may upload th...
Virtual Agent Survey
Is it possible to fetch line by line details of what was entered ( topic which was used) in the pat before the survey was taken? If yes how this can be achieved? Thanks in advance!!
CSAT Score
Hi,I need to create a report that display CSAT score segmented by:Overall CSAT Score, CSAT Score by Service & by Team, help me in understanding and making the report based on this requirement
How Do You Embed an Asana Form into a Knowledge Article?
Hello, I am trying to embed an Asan Form into a Knowledge Article. When add the code, the form displays, but after I hit 'Save' the container becomes blank and only the footer remains. I am not trying to embed a video. I am trying to embed an actual ...
Workspace Notifications are not triggering in Agent Workspace
Hi All, We have an issue where the Workspace Notifications are not triggering in Agent Workspace. We have configured the below configuration but notifications are not triggering Can someone please provide your expertise over here? Thanks in Advance!...
Resolved! HRSD - Employee Documents Table
Can we attach Employee Document files as an attachment to the approval notification email?
New onboarding service not creating a a new User and HR Profile as the Subject Person is empty
So it would seem that ootb the new hire onboarding record service is hardcoded in script include 'hr_CaseUtils'So if you have created you own you'll need to add the service value to the script include blank, hr_profile, subject_person, missing, on...
HRSD Plugins
i have been trying to install plugins for HRSD but it showed installed but i'm finding it hard to navigate .
Document template and Document template category fields
Hi, Can anyone help me understand the use of "document template" and "document template category" fields on HR Case table (sn_hr_core_case). In what scenarios we use them. Additionally, there is an OOB BR named "Doc template and category validation"...
Resolved! Document templates: Unable to fill PDF Document
Hello everyone,I have a requirement to prepare the following scenario:When an HR case is created and its state is changed to "Ready to Work," three document tasks should be created in the following order:The assigned user has a document task to fill ...
Copy record producer's full description to a custom field in HR case
Hi - We have a request to copy a record producer's full description as seen in the attachment to a custom field (ex. Full Description, u_full_description) every time an HR case is submitted. I'm thinking about writing a business rule where I'll assig...
triggering Br to copy attachment from task to parent
I have written a script to copy the attachment from Task to parent but it is copying two times please suggest me what to do.thankyou
Resolved! Script Include not called with Client Script
Hi, I am trying to auto-populate some fields when a specific field(email template) is changed.When I select an Email Template(references 'email content' table) in an hr task record producer, I want to get the email template's fields: message_html and...
