How to autopopulate HR Parent Case field when an Lifecycle Activity/HR Task is triggered

Phong Lo
Tera Guru

Hi all,

 

I have a requirement to auto-populate a field (Field: X Name, u_x_name) by concatenating a few values in a HR Onboarding Case table (extended from HR Case table) when the Remote User (remote_user) field = Yes and a specific Lifecycle Activity/HR Task (Activity Name: X HR Task) is triggered. 

 

I created a before BR on insert and update targeting the HR Onboarding Case Table with the following condition and script:

Condition: Remote User - is - Yes OR Remote User - changes to - Yes

Script:

(function executeRule(current, previous /*null when async*/) {

    if (current.remote_user == 'yes') {
        current.u_x_name = current.u_contract.u_agency.getDisplayValue() + ' - Remote User - ' + current.subject_person.first_name + ' ' + current.subject_person.last_name;
    }

})(current, previous);

 

The BR works when the Remote User field = Yes, but I specifically want the 'X Name' field to auto-populate when the Lifecycle Event of 'X HR Task' is triggered. Can I accomplish this using a BR? I'm not sure how to add the Lifecycle Activity to the BR if that's the case. Or can I implement this elsewhere? Anything helps! Thank you!

 

Providing screenshots below of the Activity, HR Task Template, and Activity Set (redacted for privacy): 

PhongLo_0-1732203976208.png

PhongLo_1-1732204138410.png

PhongLo_2-1732204271559.png

Other Activity Sets Tab: Activity set dependencies = Document Signature Request (this Task will fire after documents are signed)

Condition Tab: Remote User - is - Yes

 

 

 

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