HRSD: updating opened_for in agent workspace
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3 hours ago
Hello,
I am working on a project that involves making a UI button visible in the agent workspace based on a field in the hr_profile. During this implementation, I discovered that our opened_for does not always align with our hr_profile.
I found some relevant Business Rules that populate these fields (which I believe are OOB)
You will see that there is a business rule that updates the subject_person_hr_profile whenever the subject person changes. But the Business rules for hr_profile either set the opened_for based on the hr_profile OR set the hr_profile based on the opened_for.
In HR Agent Workspace we do not have an OOB field visible for agents to change the hr_profile. They do however, change the opened_for rather frequently. I looked in our audit table in our production instance and found that the opened_for changes after case creation hundreds of times per year. That means for all of those cases the opened_for and the hr_profile is out of sync.
Which is the best approach to resolve this inconsistency? Should I update the BRs to mimic the way the subject_person populates the hr_profile. Or should I surface the hr_profile field in the Agent workspace and make the opened_for read only so the agent has to change the hr_profile directly?
1) Populate profile
Before | Order 100 | Insert and Update
Condition: !current.opened_for.nil() && current.hr_profile.nil()
Script:
Condition: current.hr_profile.changes()
Script:
Condition: current.subject_person.changes()
Script:
