How can we apply HR template for For HR task when task manually created?

[Ramu6]

Hi All,

Basically when i create a case from backend, once it is submitted i want to create HR task manually , So I want to apply HR template for the HR task to auto populate Description and Short description automatically ?

Please help me to solve this

Thanks

Ramu

[Sandeep Rajput]

@Ramu6 Use the following steps to apply template on a newly created task.

1. To begin with, on the HR Task form, click on three dots button beside submit button.

2. Choose Toggle Template Bar

3. Choose the template from the template pane in the bottom, the template would be applied.

Hope this helps.

[shivaniprab]

is there an option to directly auto populate it without choosing Toggle Template Bar? because if we create template with specific field to auto populate and assigned that to a particular service ...then it should auto populate it...but its not working for me.

[Sabrina Ethridg]

You should not use the Toggle Template bar for HR Tasks.   Select the Template from the Template field as certain functionality will not work if you do not have the template selected in in that field.

[shivaniprab]

Actually i have a task related to HR service which is mapped to record producer and in that i need to auto  populate HR service . So created template with field as hr service and given name of the service to auto populate it. But its not auto populating the value. any suggestion on this?