How to display an MRVS in an HR task that should be available only on 'My Tasks' not Employee portal

[Mansi Gupta1]

I am trying to implement a solution in HRSD where each employee will receive a task once per year prompting them to complete the form, which will be accessible via their "My Tasks" list rather than through the employee portal.

An MRVS capturing beneficiary details and allocation percentage is to be captured from employee in this HR task generated annually. How is this possible to display the MRVS in the HR task and not as a form in employee portal.

[shivakumarpatil]

Hi Mansi,
To display any MRVS row on a form level, I don’t think there’s any OOTB solution. You can probably use a UI Page and have an onLoad script if you want the MRVS to be displayed whenever the form is loaded, or you can have a UI Action that calls the UI Page.

[Ankur Bawiskar]

@Mansi Gupta1 

share screenshots

My Tasks show list of task for user to be completed

MRVS has to have a catalog form associated to it

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Mansi Gupta1]

I have created a record producer where I have attached the MRVS for this but the issue is the HR case is created using a scheduled flow and not from record producer on employee portal. The case created has an associated HR Task with it, configuration of which I have defined in the HR task template. Is there any way we can associate the variable set in record producer with this HR Task template or the HR task created from it so that it shows as an input for the employee to add beneficiary details when this task is created and assigned to them.

[Ankur Bawiskar]

@Mansi Gupta1 

yes you can associated the task with MRVS

may be you can link it with this approach

Adding Variables to a Task via a script instead of using the slush bucket within a workflow for a Ca... 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏