Create a new case directly from HR profile (Agent WS)

tpeleg
Tera Expert

‎09-27-2023 02:21 AM - edited ‎09-27-2023 02:22 AM

Hello experts,

 

I wish to implement this functionality: create a new case for employee from his HR Profile. flow:

As an agent, directly from the HR profile (Agent WS view), using this button:

tpeleg_0-1695805633316.png

OOTB New case button is sending to this page: (not necessary as we know the related employee...)

tpeleg_1-1695805803430.png

I wish to skip this step, and to turn directly to the next level with the subject person and opened for auto populated for me:

 

tpeleg_2-1695805957788.png

 

I can see the url is getting the sys_id of the related HR profile, but couldn't find the script in the system where I can skip first step and populate the values in the second step.

 

Did someone implement such a solution and can share/advise?

 

Thanks,

 

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AgatheL
Tera Guru

‎09-05-2024 01:34 AM

Hi,

 

I wish to accomplish the same, did you ever find a solution ?

 

Many thanks

Agathe

 

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