HR Agent Workspace – Close Notes not visible when using Close Complete Button

[fasiham13180808]

Hi Everyone,

I am facing an issue in HR Agent Workspace with the Close Complete action on sn_hr_core_case_payroll.

Requirement:

When State = Close Complete (3):

• Close Notes should become visible

• Close Notes should be mandatory

• Case should not close if Close Notes is empty

What I Have Done:

Data Policy

• Made Close Notes mandatory when State = Close Complete

• Issue: Data Policy throws error before the field becomes visible in Workspace

UI Policy

• Condition: State = Close Complete

• Action: Show + Mandatory Close Notes

• Issue: UI Policy does not trigger in HR Agent Workspace

Current Situation:
But UI Policy is client-side and Data Policy is server-side. Before the field becomes visible, Data Policy throws an error, so it says “fill Close Notes” but the field is not visible. I even tried a Business Rule, but the same happens—the field is still not visible because the Close Complete button in Workspace works server-side. That’s why this issue occurs.

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Observed Behavior:

• Clicking Close Complete does not visually change the state before submit

• Validation runs server-side

• UI Policies do not trigger

• Close Notes field remains hidden

Question:

What is the recommended approach in HR Agent Workspace to:

• Show Close Notes when Close Complete is clicked

• Make it mandatory before submission

• Ensure proper UX without relying on Data Policy

Should this be handled via:

• Workspace Client Script?

• Customizing the Close Complete UI Action?

• Or another supported approach?

Any guidance would be appreciated.

Thank you!

[Shruti · Accepted solution]

Hi

1. Create a  custom Ui action on payroll case table

Condition - current.state==18 && !current.sla_suspended && new hr_Delegation().isAssignedOrDelegated(current) && !new hr_CoreUtils().hasOpenTasks() && !new hr_Utils().hasApprovalPending(current)

Script - 

if (typeof window == 'undefined') {

    var CLOSED_COMPLETE = 3;

    var AWAITING_ACCEPTANCE = 20;

    if (current.skip_automatic_user_acceptance_state)

        current.state = CLOSED_COMPLETE;

    else {

        current.sla_suspended = true;

        current.sla_suspended_on = new GlideDateTime().getDisplayValue();

        current.state = AWAITING_ACCEPTANCE;

    }

    current.update();

    action.setRedirectURL(current);

}

Workspace client script 

function onClick(g_form) {

    askConfirmation(g_form);

}

function askConfirmation(g_form) {

    var fields = [{

        type: 'textarea',

        name: 'close_notes',

        label: getMessage('Close notes'),

        mandatory: true

    }];

    g_modal.showFields({

        title: getMessage('Please enter close notes.'),

        fields: fields,

        cancelTitle: getMessage('Cancel'),

        confirmTitle: getMessage('Submit'),

        size: 'md',

        cancelType: "default",

        confirmType: "confirm"

    }).then(function(fieldValues) {

        g_form.setValue('close_notes',  fieldValues.updatedFields["0"].stagedValue);

        g_form.submit('close_complete_payroll');

    });

}

2. Navigate to Declarative action -> Form actions 

Open close complete button on HR case table and go to the related list Action Exclusion

Create a new entry to exclude payroll case table

[fasiham13180808]

Hi @Shruti  ,
Thankyou for your reply but in related list Action Exclusion there is no option of payroll table

[Shruti]

Make sure you are in same scope as HR payroll case table scope