How to assign HR Template to Subject Person auto assign

shadoworg
Giga Expert

Hi Community,

 

I want a HR Task to assign automatically to Subject Person of HR Case. Can anyone help me with the script?

 

1 ACCEPTED SOLUTION

Samaksh Wani
Giga Sage
Giga Sage

Hello @shadoworg 

 

You dont need to write a Script for that :-

 

Go to your HR Template > Click on Switch to New UI Action.

 

Screenshot 2023-07-21 at 5.36.36 PM.png

 

 

Plz Mark my Solution as Accept and Give me thumbs up, if you find it Helpful.

 

Regards,

Samaksh

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4 REPLIES 4

Samaksh Wani
Giga Sage
Giga Sage

Hello @shadoworg 

 

You dont need to write a Script for that :-

 

Go to your HR Template > Click on Switch to New UI Action.

 

Screenshot 2023-07-21 at 5.36.36 PM.png

 

 

Plz Mark my Solution as Accept and Give me thumbs up, if you find it Helpful.

 

Regards,

Samaksh

Community Alums
Not applicable

Hi @shadoworg ,

In the HR task Template Form, you will need to change the Assignment type :

Assignment type Assignment of the HR task when the task is generated. You can assign the HR task to the employee or fulfiller. Select one of the following:
Employee Select one of the following:
  • Parent case subject person: Assign the task to the subject person of the parent case.
  • Parent case opened for: Assign the task to the opened for person on the parent case.
  • User from case: Assign the task to a user from the case.
  • Named user: Assign the task to a specific user.

 

Community Alums
Not applicable

Hi @shadoworg ,

Any issues with my answer as i said the same thing for the answer you marked as correct.

With Now Community you can mark multiple answers as correct!!

 

SANDEEP28
Mega Sage

@shadoworg Don't go for scripting. In HR template, you can directly assign it to subject person as below. Yow will get below UI when you click on "switch to classic ui".

 

SANDEEP28_0-1689941442788.png

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!