How to copied few HR case field values in HR task field values and vice versa?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-01-2023 11:52 PM
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-02-2023 12:35 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-02-2023 01:22 AM
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?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-02-2023 01:28 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-02-2023 01:03 AM - edited ‎11-02-2023 01:04 AM
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.