Flow Designer - Create task for HR Case

SC4
Tera Expert

Hi. This is what I am trying to achieve.

  • User opens a HR Case through portal
  • Manager approves
  • After the approval, the user gets a new task related to the case, where he needs to add more information.
  • HR Case and related task are updated with the new information
  • HR Case manager recieves this new information and closes the HR Case.

Through the Flow Designer I cant create a Catalog Task.

I was able to do something with the HR Service Configuration, changed Fullfilment to Service Activity and added a task. I had to create a separate HR Service Configuration so that the task only shows different fields.

But when the user submite the new information, instead of updating the task, it creates a new one.

How can I achieve this?

1 ACCEPTED SOLUTION

amaradiswamy
Kilo Sage

Hi,

You don't need to use flow designer for this, deactivate the flow and try below.

 

find_real_file.png

 

1. Approval to manager

find_real_file.png

2. Task 

 

find_real_file.png

View solution in original post

16 REPLIES 16

Its the HRSD Pro.

amaradiswamy
Kilo Sage

Hi,

You don't need to use flow designer for this, deactivate the flow and try below.

 

find_real_file.png

 

1. Approval to manager

find_real_file.png

2. Task 

 

find_real_file.png

Gonna try this, Ill post soon.

I am having the same issue, which is it creates a new case. I also got another issue doing this way: through the Flow Designer I can select the Approver User to the Manager of the person that opens the case. Through Service Activity I can't select the manager of the person.

Is it creating two tasks though you have created only 1 task.

Yes, the service activities is no code type functionality. If you want to send approval to Opened by's manager , then you need to do below

1. Navigate to sn_hr_core_service_approval_option.LIST

2. Click "New", select the COE table

find_real_file.png

That's it, now you can select this option in service activity