How to trigger the lifecycle activity based on some condition from subject persons hr profile

[Rutusha]

HI all,

I have a requirement where I need to trigger the activity from one of the activity set of life cycle event  only when the subject person termination date - notice date +1 is less than notice period .

I want the HR task to be triggered only when above condition is met.

Can some one help me on how to achieve this .

Thanks!!

[Sandeep Rajput]

@Rutusha You need to use a separate activity set to trigger such a task. On the activity set configuration, you can either set trigger type to Date or Advanced.

If there is calculation involved then you can choose to create an Advanced trigger type. For more information please refer to https://docs.servicenow.com/bundle/xanadu-employee-service-management/page/product/human-resources/r....

Hope this helps.

[Rutusha]

HI @Sandeep Rajput ,

I suggested this approach but they are not ok with it.

They want it to be under existing activity set only and the task to be triggered conditional.

Thanks!!

[Sandeep Rajput]

Ah, these business teams are such a pain. 

Here is another approach. You can create an activity with an HR Task which would initially be triggered in Draft state (Tasks in Draft state are not visible on portal until they change the state to ready). You can either attach a flow/workflow or create a schedule job which runs daily to calculate 

subject person termination date - notice date +1.

Once the above condition satisfies, you can change the state of the HR Task from Draft to Ready and the task would start appearing on the ESC portal.

Hope this helps.

[Wessel van Enk]

Hi,

OOB you can only create trigger conditions for Activity sets, but not within the activity set itself for individual activities. What you can do is to add an Audience to the individual activity within the activity set. 

1. Go to the activity and look for the Audience field

2. Click on the magnifying glass and this will open a reference to the audience table. 

You can create a new audience from here:

Here you can select an HR Criteria (If you created this) or directly add a condition from the HR Profile table. 

Most of the time it's easier to create an HR Criteria first and add that criteria here. 
This will result in that the activity will only be triggered if the HR Criteria are met.