Hi Everyone,
We have a requirement as:
When a user clicks on the "Create HR Case" UI action on the Interaction record from HR Agent Workspace - the user is redirected to the HR Case Creation page with Values for Opened For & Subject Person auto populated. Currently both of these values are auto populated with the value of Opened For present on the Interaction record. What we want is to have it in this way:
Opened For of Interaction should be auto populated as Subject Person on the HR Case.
Opened By of Interaction should be auto populated as Opened For on the HR Case.
This is currently being configured using Action assignment.
Can anyone please let me know how we can achieve this as it's quite urgent.
Thank you in advance!
Hi @Simanta27 ,
This configuration is done as part of "sys_declarative_action_assignment" table.
Look for "Create HR Case" on interaction table:
Then open the Client action:
You can specify your changes on "Payload" field:
