How to copied few HR case field values in HR task field values and vice versa?

Ramu6
Tera Contributor

Hi All,

Actually we have two fields " leave and financial", on both case and HR task form, so whenever case created by updating these values, we need to copied to on the fields on HR task and these fields are editable , so if the assigned to person changes these values on the task , then the new values need to update on HR case form as well?

 

Please help me to solve this

 

Thanks

Ramu

4 REPLIES 4

Harsh_Deep
Giga Sage
Giga Sage

Hello @Ramu6 

 

You can use before BR and condition is -

 leave changes

 financial changes

 

And in script-

glide your HR task and save the values.

Ramu6
Tera Contributor

@Harsh_Deep 

Thanks for the response

Actually i have created after BR on Case and glide the HR task , then it works fine it updating the values on the task But samething i  want when the field values changes on task then it needs to update on the Case well

for that i need to create one more BR on task and glide the case

But my concern was wat was the query for that?

Hello @Ramu6 

 

If it's relationship there between both case and task

Then query parent.

 

It will work.

-O-
Kilo Patron
Kilo Patron

The answer is: don't.

Add the field from the Case record to the Task form using dot-walking.

Having the same info in two places is anti-best practice.