How to autopopulate HR Parent Case field when an Lifecycle Activity/HR Task is triggered
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11-21-2024 08:05 AM
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:
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):
Other Activity Sets Tab: Activity set dependencies = Document Signature Request (this Task will fire after documents are signed)
Condition Tab: Remote User - is - Yes