If user VIP then only that field should be visible on HR agent

nikhitha24
Tera Guru

‎08-09-2023 09:30 AM

If user VIP then only that field should be visible on HR agent form .

If user is Non  VIP ,then field should be hide not visible.

 

nikhitha24_0-1691598376079.png

 

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Rob Sestito
Mega Sage

‎08-09-2023 10:18 AM

Hello @nikhitha24 -

 

Couple of questions for you:

  1. Are you using the old hr agent workspace on purpose? Just want to make sure you meant to share a screenshot from the old hr workspace and not the new
  2. Did you bring that VIP field to the form yourself, or was it already there? Reason I ask is, that field is not on the form on either my PDI's old hr agent workspace or the new. So, just making sure you or someone on your team added that field to the form manually
  3. Also, what would be the reason to have the field visible on the form for agent workspace? If it is to let the hr agent know that the user the case is for is a VIP, you can see that from the At a Glance space, which is visible in agent workspace

Legacy HR Agent Workspace

RobSestito_2-1691600337445.png

 

New Agent Workspace for HR Case Management

RobSestito_1-1691600287488.png

 

Overall, if the field is needed and you need to hide it based on the user being a VIP or not, we can do this using UI Policy with a UI Action from the hr case table.

 

RobSestito_4-1691601020198.png

 

VIP there while Subject Person is VIP:

RobSestito_6-1691601437244.png

 

VIP not there while Subject Person is not VIP:

RobSestito_7-1691601482554.png

 

Please let me know if this helps you on your end.

 

Thank you,

-Rob

 

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nikhitha24
Tera Guru
In response to Rob Sestito

‎08-09-2023 05:43 PM

Hi Rob,

Thank you for the Help

If the VIP is Visible it should be highlight with red color or any other color  so that once the user opens they need to focus the case.

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nikhitha24
Tera Guru
In response to Rob Sestito

‎08-10-2023 05:30 AM

@Rob Sestito 

 In UI policy actions i have  checked VIP is not available. 

How to select VIP please help me on this.

nikhitha24_0-1691670597073.png

 

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Rob Sestito
Mega Sage
In response to nikhitha24

‎08-10-2023 06:17 AM - edited ‎08-10-2023 06:23 AM

Hey - 

Since the VIP field lives on another table (not hr core like you are on), you need to dot.walk to it. Scroll down to the Subject Person field, click on the (+) icon, and then locate VIP field. The dot.walking allows you to get to tables that have a relationship with the hr core case table.

 

Give that a try and let me know if that works for you.

 

As for the field being a color once it appears on the form, I do not think that is possible yet from agent workspaces.

 

Thanks,

-Rob

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