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‎07-28-2021 06:55 AM
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?
Solved! Go to Solution.
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‎07-28-2021 07:16 AM
Hi,
You don't need to use flow designer for this, deactivate the flow and try below.
1. Approval to manager
2. Task
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‎07-28-2021 10:02 AM
Thanks for sharing the process flow, OOB should not work like this as no service activity type of Child Hr service is defined. can you check below.
If any workflow was tagged to the HR case, you can find this in related links of the HR case "Show Workflow"
Open HR tasks right-click on the header and choose configure--> business rules, sort by z to a on Updated field and see if there is any custom BR created to create new HR case.
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‎07-29-2021 02:28 PM
Thanks for the help, I was able to successfuly do this with your help.