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‎01-17-2023 03:19 AM
Hi everyone!
I got a question: When you are creating a HR Case via back-end, it is different from when you are creating via front-end (Portal).
When you create the HR Case via back-end the questions that appear via front-end don't appear via back-end.
I don't know if I was explicite but, how can I, when selecting the HR Service via back-end make the questions appear there, so I can fill in the form properly like it was via Portal.
Images attached are via front-end and via back-end
Solved! Go to Solution.
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‎01-19-2023 05:53 PM
When creating from portal (front-end), the user is completing a record producer/catalog item to answer all the questions.
When creating manually from the platform or agent workspace (back-end), they only have the fields for that table. If you want agents opening cases in back-end yet still answering all the questions there too, you'd need to add those questions as custom fields to the COE table, update the form layout, and create UI Policies so only showing those fields for the correct HR Service. You can decide if you want those fields on the new case form or to appear once the case is created. If you want them on the case creation page, you can configure that accordingly. See below link.
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‎01-17-2023 03:45 AM
Hi @rafas_2703 ,
I don't think the front-end Image and backend Image which you have attached are completely of different things.
Can you show via screenshots , how did you come to the Front end image of the case creation form?
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‎01-17-2023 07:47 PM
There are two views: client view (portal) and fulfiller view (backend). Client view only displays the fields for client input, but fulfiller view contains both client view fields and fulfiller view fields.
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‎01-19-2023 05:53 PM
When creating from portal (front-end), the user is completing a record producer/catalog item to answer all the questions.
When creating manually from the platform or agent workspace (back-end), they only have the fields for that table. If you want agents opening cases in back-end yet still answering all the questions there too, you'd need to add those questions as custom fields to the COE table, update the form layout, and create UI Policies so only showing those fields for the correct HR Service. You can decide if you want those fields on the new case form or to appear once the case is created. If you want them on the case creation page, you can configure that accordingly. See below link.
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‎04-12-2023 06:41 AM
Perfect. Thank you for all this information. I have one more question about this topic. I want to have such as
@rafas_2703 more fields, but additionally i want to configure the field "Subject person" in order to create new user each time for the onboarding process. Could you inform me how to do that?
