Create HR Case from Interaction record
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09-16-2024 03:29 AM - edited 09-16-2024 03:37 AM
Hi Everyone,
We have an UI Action "Create HR Case" on Interaction form in our Agent Workspace for HR Case management.
Currently, clicking on this UI Action redirects the user to HR Case Creation page with "Opened For" & "Subject Person" values auto populated with the "Opened For" of the Interaction record, we want to change this and have it like:
1. Opened For of Interaction record should be auto populated as Opened For of HR Case.
2. Opened By of Interaction record should be auto populated as Subject Person of HR Case.
Can anyone help with the solution on how to change this?
Thanks in advance. 🙂
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11-06-2024 04:45 AM
Hi Smitha,
were you able to get this done ? if so please provide steps. I am having similar requirements
Regards,
Shambhu