HRSD - How to see cases an EE was involved in from the cases tab on HR Profle

CLM · ‎06-04-2024

Hello SN community,

Is there a way to include cases that an employee was named as an Involved Party on the 'Cases' tab within the HR Profile? Currently, we can see Opened for, Opened by, and Subject person, but we need to see cases where the employee may not be the Opened for, Opened by, or Subject Person, but they may be listed as an Involved Party in an Employee Relations case.

#involvedparty #hrcase #hrsd #hrprofile

Rob Sestito · ‎06-04-2024

Hey @CLM -

I recreated this scenario in my PDI, however, in its own tab because we have to create a relationship between the HR Profile table and the Involved Parties table.

Here is what I did: (create this under HR Core application)

Navigate to System Definition --> Relationships

Click New to create a new record
Give your new record a Name
Here is how the form should look:

Query with script:

(function refineQuery(current, parent) {
	// notice the parent and current tables where
    // 'parent' is the HR Profile table and
    // 'current' is the Involved Party table

    // Get the sys_id of the user from the HR Profile
    var userSysId = parent.user; // Assuming 'user' is the reference field to sys_user on HR Profile

    // Add query to filter involved party records by user
    current.addQuery('user', userSysId);

})(current, parent);

Once the above is all complete, go ahead and submit this record.

Go back to the HR Profile record (pick someone that is an involved party user so that you can see the records appear), and add in under Related Lists, the new relationship we just created as its own tab.

And when I go to the Involved Parties module, it matches what I should be seeing under Beth Anglin's hr profile.

Note: You will get hit (should get hit) with some restricted caller messages when refreshing the hr profile form. When you do, you will need to go to the Restricted Caller Access Privileges application and allow the records.

I already cleared mine when testing this out, so I do not have any records to show you.

I usually filter out "allowed" so I can see the Requested / Invalidated records that are associated with the table(s) I am working with.

Give this a try and let me know if this works for you to do. I know you wanted to show them under the HR Case tab, but that would make us probably have to change that relationship that is already created. This way it is separated which I personally like a bit better.

Hope this helps! Keep us posted on your results if you go with this process.

Cheers,

-Rob

View solution in original post

Rob Sestito · ‎06-04-2024

Hey @CLM -

I recreated this scenario in my PDI, however, in its own tab because we have to create a relationship between the HR Profile table and the Involved Parties table.

Here is what I did: (create this under HR Core application)

Navigate to System Definition --> Relationships

Click New to create a new record
Give your new record a Name
Here is how the form should look:

Query with script:

(function refineQuery(current, parent) {
	// notice the parent and current tables where
    // 'parent' is the HR Profile table and
    // 'current' is the Involved Party table

    // Get the sys_id of the user from the HR Profile
    var userSysId = parent.user; // Assuming 'user' is the reference field to sys_user on HR Profile

    // Add query to filter involved party records by user
    current.addQuery('user', userSysId);

})(current, parent);