HR document template table field issue

[JohnnySnow]

Hi Team,

I have created this HR Document template for my e-signature task, as you can see it has the table name set as HR Core task. So as per my understanding if I m printing the sysid, then it should ideally print the HR Task sys id, rather it is printing the Sys id of the HR Case which is associated to the hr task. What is the purpose of this field if it is going to print only data from hr lce case table?

 Please correct if my understanding is incorrect.

@Susan Britt @Ankur Bawiskar 

[Samaksh Wani]

Hello @JohnnySnow 

You need to create a Notification on HR Task Table, instead of creating it over HR Case,

Because from HR Task you can dot walk to HR Case, but from HR Case you can't dot walk to HR Task.

Plz Mark my Solution as Accept and Give me thumbs up, if you find it Helpful.

Regards,

Samaksh

[JohnnySnow]

Hey @Samaksh Wani It is not actually related to the notifications, the issue is with the HR Document templates

[michaelj_sherid]

@JohnnySnow I am curious as to what your use case is. To answer your question, the way you are showing in your configuration it will be the SYS_ID of the task. With that said, it is not common to have the HR Document template using the HR Task form. Typically we are using the COEs as the table specified in the Table field. This is because we are mapping COE field data into the document template. Most, if not all use cases leverage the COE in the table field. 

Regards,

Mike

[JohnnySnow]

Hey @michaelj_sherid  So in our case, we create a task for one of our team, this task has a bunch of variables which needs to be populated in the offer letter. Hence I tried to use the core task table above so as to access the variables and create the offer letter. But like I mentioned it brings in value from the HR Case itself. Also do we have any documentation where it mentions that we use COEs as the tables, so that I can forward it to client and my peers.