HR Agent Workspcae

Tal5
Giga Guru

Hi, I would appreciate your help guys.

in HR agent workspace when I create a new case from HR Profile

after the agent selects a record in the HR Service field

I have a requirement that different fields appear according to the selected HR service.

What is the best way to do this?

 

Thanks in advance

1 ACCEPTED SOLUTION

Susan Britt
Mega Sage
Mega Sage

If you want to have the same questions available for the agent when they are manually creating the case, these questions should be fields on the appropriate COE table. You can then map those variables from the record producer to them, and also add the new fields to the case creation page for the appropriate service. 

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6 REPLIES 6

Tal5
Giga Guru

Thank u for answer @SANDEEP28 

I actually already tried this way

But after I entered the "Questions" field and made a save, the field changed his name to "Variables" and disappeared from the list collector,

and of course did not affect the section 

 

SANDEEP28
Mega Sage

@Tal5  You won't be able to add "Questions" field in case creation form. You can add only those fields which are available in respective COE table. If you want go with lots of variable and don't want to create additional fields on table, then you can simply create a record producer and link it to HR service. You can create as many variables in record producer, then create HR case using that record producer in workspace.

 

This is best practice you should follow.

 

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Tal5
Giga Guru

I apologize for not mentioning that I built a record producer and linked it to the HR service already.

But when I open the relevant HR case I’m not able to see those Variables on the HR Agent workspace

 

 

SANDEEP28
Mega Sage

@Tal5  If you have already created record producer, then you won't be able to see it on standard case creation form. You need to search that record producer in global search of workspace and it will open that specific record producer form. You will see those variable on this record producer form because variables are configured in record producer

 

Even through portal you open this record producer and submit it. Try it out

 

 If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!