How can we dotwalk field from parent HR case to its HR task

[rishabhgarg]

I have created a custom field on HR case table and i want to make this field visible on HR task as well for HR agents, I tried dotwalking from parent field but parent field is referenced to Task table.

[Tanushree Maiti]

Hi @rishabhgarg 

• Create a custom Reference field  u_parent_hr_case in HR Task table
• Auto-Populate the Reference Field via Business Rule. Using Before Insert Business Rule on the HR Task table to automatically populate your new reference field with that same sys_id as of HR Case
• Dot-Walk the Custom Field onto the Form using Configure > Form Layout

Refer: https://www.servicenow.com/community/hrsd-forum/problem-with-dot-walking-parent-field-in-extended-ta...

[Ankur Bawiskar · Accepted solution]

@rishabhgarg 

this is possible using Configure Form Builder

No need to create a custom field on HR Task

Example below:

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[rishabhgarg]

Hi @Ankur Bawiskar 
When i am trying to populate something in the field, it is not getting saved as soon as I save the form the value clears automatically. What could be the possible solution for it?

[Ankur Bawiskar]

@rishabhgarg 

that's not how dot walked fields behave

they are simply used to show values from parent and not for saving from child record

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏