Cloned HR case reporting

si21
Tera Guru

Hi experts,

Our agents use Clone HR case UI action. After cloning case, work note gets updated with the parent case number.

But there is no track of how many cases are cloned or what is the parent case number.

They need a report for this scenario. I have checked that there is no way for filtering worknotes with 'cloned case of..' for reporting.

Could you please suggest and guide me the best way to achieve this requirement.

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TIA

 

7 REPLIES 7

Sandeep Rajput
Tera Patron
Tera Patron

@si21 For reporting on such cases, I recommend you to add a new custom field on the sn_hr_core_case table this custom field can be called Cloned from Case and can be a reference field to sn_hr_core_case table. At the time of cloning you can populate value on this field. 

Hi @Sandeep Rajput , previously when we created a new field on a HR case table and moved to production it has took few hours of time to commit the updateset and also with this approach new field would not get updated for all the previous cloned cases so report cannot be pulled for previous records.

 

Do you think of any other way to achieve this?

@si21 To update the field on previous cases, you can use a fix script to query Journal Entry (sys_journal_field) table and use a regex to find cases with worknotes Cloned case of. Extract the case from such entries and populate on the associated HR case.

 

Reporting in absence of such a field will be difficult. 

Hi @Sandeep Rajput , could you please any provide any reference or script to update the new field on HR case table with the case number from the worknote