How to use 'User column' while using HR Criteria?

iLLuMinORG
Kilo Guru

‎04-04-2022 05:34 AM

Use Case: Trigger HR Task ( activity ) on the basis of a checkbox on the parent LE case ( lifecycle event hr case ), using audience. 
1. Trying to figure out if this is somehow possible via using Audience in terms of HR Criteria,
2. Also wanted to know how User Column field on the HR Conditions is logically defined if the target table is say, LE Case or anything other than user./group/m2m with user table.

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Community Alums
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‎04-04-2022 05:49 AM

Hi @iLLuMinORG ,

HR criteria defines the audience for HR content, services, or cases. You can make information available to or create an HR case for specific groups, individuals, or to all employees using HR criteria.

Create or modify HR criteria to define an audience for HR content, services, or cases.

  1. Navigate to All > HR Administration > HR Criteria.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    HR Criteria form
    Field Description
    Name Name of the HR criteria record.
    Description Description of the HR criteria.
    Active Option to activate the HR criteria for use.
    Related user criteria You can create user criteria from HR criteria. User criteria is used across the ServiceNow platform to filter catalog items, HR Service Portal widgets, and knowledge articles.
    Note: This field remains blank until you create User criteria.

    The Create User Criteria link appears after you click Save.
  4. Click Save. The Create User Criteria related link appears.
    You can create User criteria based on HR criteria. User criteria is used across the ServiceNow platform to filter catalog items, HR Service Portal widgets, and knowledge articles.
  5. Select the Create User Criteria related link. In the Conditions section, add conditions to specify the fields and values that create the filter and based on the table selected.
    1. Click New or open a record.
    2. Fill in the fields on the form.
      Note: It is required to add a filter condition: User, is (dynamic), Me. This filter prevents placing the HR link for every user in your company. [User] [is] [dynamic me]
       
      In HR condition form, User Column means :
User column Together with the Table field, filters users when evaluating a condition for a user.

To create User criteria, select User.

Note: Depending on the table selected, this field can be required to match conditions. When the User [sys_user] table is selected, this field is mandatory otherwise a false positive can occur since the lookup is not associated to an expected user.

 

For Triggering a Activity from a checkbox in Parent case, you can follow these links:

https://community.servicenow.com/community?id=community_question&sys_id=4ca40c62db45589013b5fb243996...

https://community.servicenow.com/community?id=community_question&sys_id=1d84c3dadb349b40fc5b7a9e0f96...

 

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

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