How Can I populate HR case description in HR Task

[Anmol12]

I am having issue populating the description from HR Case to HR Task, I have a rich_description field on both HR case and HR Task and I am setting up some fields on HR Task via HR Template  but it's not able to set the description from HR case in HR Task. Since rich_description field created on case level so {$parent.rich_description} not working as parent will be task table.
I have also tried in workflow script but that is also not working. Can someone help me who came across such issue?

Thanks,
Anmol

[Yashsvi · Accepted solution]

Hi @Anmol12,

To populate the 'rich_description' from an HR Case to an HR Task in ServiceNow, you can use a combination of Business Rules, Script Includes, or Workflow Scripts. Since the '{$parent.rich_description}' is not working directly, you may need to manually script the population of the field.

Alternative Approach Using Workflow Script

If you are using a workflow, you can also achieve this with a workflow script:

1. Add a Script Activity to Your Workflow
- Open your HR Case workflow.
- Add a new `Script` activity to the workflow.

2. Configure the Script Activity

// Get the current HR Case and its HR Task
var hrTask = current; // Assuming this script runs in the context of an HR Task
var hrCase = new GlideRecord('sn_hr_core_case');

if (hrCase.get(hrTask.parent)) {
// Copy the rich_description from the HR Case to the HR Task
hrTask.rich_description = hrCase.rich_description;
hrTask.update(); // Save the HR Task record
}

This script assumes that it is being executed in the context of an HR Task within a workflow. It retrieves the parent HR Case and copies the 'rich_description' to the HR Task.

Thank you, please make helpful if you accept the solution.

[Anmol12]

Hi Yashsvi,
I have run this script in my workflow run-script activity but it's not working.

Thanks,
Anmol

[Yashsvi]

Hi @Anmol12,

Sorry Anmol but please try this script once.

Script for Workflow Run Script Activity:-

(function execute(inputs, outputs) {
    // Log starting message
    gs.log("Starting script execution...");
    
    // Query the associated HR Case record
    var hrCase = new GlideRecord('sn_hr_core_case');
    if (hrCase.get(inputs.task.parent)) {
        // Log parent HR Case record found
        gs.log("Parent HR Case found: " + hrCase.number.getDisplayValue());
        
        // If HR Case record found, populate the description field in HR Task
        outputs.task.description = hrCase.rich_description.getDisplayValue();
        
        // Log description value
        gs.log("Description value: " + outputs.task.description);
    } else {
        // Log parent HR Case record not found
        gs.log("Parent HR Case not found.");
    }
    
    // Log completion message
    gs.log("Script execution completed.");
})(inputs, outputs);

Thank you, please make helpful if you accept the solution. 

[Harsh Vardhan]

@Anmol12  This is what i have tried and its copying the description ( HTML ) to HR task record description ( HTML). 

Adding screenshot for your reference. Hope it will help you.

 

Thanks,

Harsh

[Anmol12]

Hi Harsh,
I have tried it but It's not working as parent is task table and rich_description field is not present on task table, it's on sn_hr_core_case. 

Thanks,
Anmol

[Harsh Vardhan · Accepted solution]

@Anmol12  What do you mean by rich_description field is not present on task table ? 

I am just doing dot walk to get parent record field value, in this case parent is holding HR Case record and rich_description exist there so it can fetch the value. 

Have you tried to reproduce this on your personal instance ?

If you are doing it on your org instance then try to check any existing BR is not contradicting here ? Also try to lower your BR order to see if it executes or not, add some logs in BR . 

Let me know if you have any further question for me.

Thanks,

Harsh