How to bring subject person and opened for field from HR case form to HR task form

[Peeyush Jaroli]

Dear Community Members,

I have a requirement where I need to show Opened for and Subject Person field on HR task form.

Both the fields are available on HR case form but is there any way I can bring them to HR task form?

Regards,

Peeyush Jaroli

[Ankur Bawiskar · Accepted solution]

Hi Peeyush,

please see steps below:

1) Ensure you select HR Core Scope from application picker before creating field

2) create new field on HR Task (sn_hr_core_task) form of type Reference and Referring to HR Case table (sn_hr_core_case)

3) Submit the form

4) now configure form layout of HR Task

5) Locate the fields and then bring them on form

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[Peeyush Jaroli]

Thanks Ankur,

That helped.

In addition to what you suggested, in order to get the value populated, I had to create a before insert business rule and copy the value of existing parent to my custom field then the values are polulated.

Regards,

Peeyush Jaroli

[Ankur Bawiskar]

Hi Peeyush,

So if in your case parent field is getting populated with HR Case then yes; you will have to copy that to newly created custom field

Regards
Ankur

[Gosia2M]

Hello Peeyush,

I am trying to do the same, but I am a new and I don't know to set the business rule to make subject peron field being auto populated from Parent case.

Could you please advise how you did it?

Thank you in advance,

Regards,

Gosia

[ghousiabegum]

Hi Ankur,

Yes we do have these fields now on the HR Task form ,but I want to make these fields Editable, as of now they are read only on the HR Task form.