HR Tasks tab in Agent Workspace

Kohei Tominaga1
Tera Expert

Hello

 

I am using OOTB HR Agent Workspace and thinking about using HR tasks functionality.

Some cases have HR tasks tab and Other do not have its tab.

Is there any condition to control the visibility?

KoheiTominaga1_1-1712045825879.png

 

 

3 REPLIES 3

James Chun
Kilo Patron

Hey @Kohei Tominaga1,

 

The 'tabs' in the Workspace are identical to the related lists in the 'Workspace UIB' view of the corresponding record.

e.g. 

Form view of an HRIT case in the backend

JamesChun_0-1712047480078.png

 

Workspace view of the same record

JamesChun_1-1712047499794.png

 

However, I did find one odd thing. 

For the HR core table [sn_hr_core_case], there is a Workspace view rule

JamesChun_2-1712047575289.png

This overwrites and applies the 'default' view in the Workspace for the HR Core records only.

So, you can either disable this rule and modify the related list of the 'Workspace UIB' view.

OR, modify the 'default' view of the HR Core case.

 

Cheers

 

Thank you for your information.

I have checked the form layout and there is HR task related list regardless of COE

KoheiTominaga1_0-1712105544143.png

And there seems no view rules related to workspace...

 

I will check more but if you have any idea, please share with me

Hi @Kohei Tominaga1,

 

Did you check the View Rules [sysrule_view_workspace] table?

JamesChun_0-1712105841821.png