How to add a field to an HR task so that it shows up on the HR portal?

[arnavgupta]

I currently have a need to collect information from a user who is assigned a task, in the task itself.

The current setup correctly assigns the task generated to the user, but when the user opens the task as a part of the case on the portal, they only see a button to "Mark as complete".

I want to be able to show two custom fields that I have created on the sn_hr_core_task table.

Please suggest what actions may be needed to configure the same.

[michaelj_sherid]

@arnavgupta I mentioned in the first response that this is the key that you can uniquely identify the record it needs to be pushed to. You can use the dynamic (is me) condition with some additional conditions like HR Service is XYZ. The key is to find a way to uniquely identify a record so the values can be mapped.

[arnavgupta]

@michaelj.sheridan I am struggling to understand what this condition would look like. The record that is using this employee form- I want the values to be captured in this record itself.

 

I currently have this set up. I need a way to reference the current task that this template is applied to.

This is how the tasks opens up on the portal. The information captured here should be copied into task - HRT0001233 per the screenshot. How would I reference this task (current task). What would the conditions in the previous screenshot look like?

Am I missing something? Created by, updated by dynamic is me doesn't work as the same person could have more than one such record in the system (most cases they will have multiple such tasks).

Thanks!

[michaelj_sherid]

@arnavgupta In your use case who is going to be answering the question, the Manager?

Having more details of your use case would allow us to give more details on how to achieve your use case in HRSD.

[arnavgupta]

@michaelj.sheridan yes that is correct.

The task created is being assigned to the manager of the subject person of the case. The manager has to fill these two values out and then I have to make these values available to the agent on the case.

The task is correctly being assigned to the manager who can fill in these values on the portal. However, I am not able to get these values over to the task or the case.

Let me know if any other information would help! 

[arnavgupta]

@michaelj.sheridan is there more information I can provide to help clarify?