HR Lifecycle Event Playbook Activity Card State Mapping

mackinley
Tera Expert

How does the State of the HR Playbook Card get mapped from the table/record its rendering?

 

We have a HR Playbook Card Configuration record, which we have confirmed is being applied to our target record since it is setting the Tagline at the top of the card, but the Card will only show in the "Pending" state.

 

HR Playbook Card Configuration:

mackinley_0-1703253152352.png

 

What gets rendered on HR Playbook:

mackinley_1-1703257214200.png

 

 

Our use case is specifically to render a Playbook Card for a Document Task [sn_doc_task] record but we would like to be able to apply whatever we learn here to other types of tasks/records that are not already configured with HR Playbook.

 

 

 

Additional Details

So far I've attempted:

  - Creating a Lifecycle Event "Activity Configuration" [sn_hr_le_fulfiller_activity_config]

    mackinley_0-1703257890933.png

 

  - Creating a "Playbook Experience Status Mapping" [sys_playbook_experience_status_mapping] under the "HR Playbook UIB" Playbook

   mackinley_1-1703258170836.png

 

 

I've been using HR Playbooks support for Request [sc_request] records as reference. Somehow, the Request State [request_state] field of the Request is mapped to the Playbook Cards Activity State. I looked at this specifically because it is the only child of Task table working with HR Playbook Cards that is using a field other than State which is defined on Task.

1 ACCEPTED SOLUTION

mackinley
Tera Expert

We found the mapping. It is configured via a System Property in JSON format.

There is 1 for the Legacy HR Workspace and 1 for the new Scoped HR Agent Workspace.

 

For the legacy workspace (Application: Human Resources: Workspace)

    - `sn_hr_ws.playbook_state_mapping`

 

For the New HR Agent Workspace (Application: Agent Workspace for HR Case Management)

    - `sn_hr_le.playbook_state_mapping`

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1 REPLY 1

mackinley
Tera Expert

We found the mapping. It is configured via a System Property in JSON format.

There is 1 for the Legacy HR Workspace and 1 for the new Scoped HR Agent Workspace.

 

For the legacy workspace (Application: Human Resources: Workspace)

    - `sn_hr_ws.playbook_state_mapping`

 

For the New HR Agent Workspace (Application: Agent Workspace for HR Case Management)

    - `sn_hr_le.playbook_state_mapping`