Lifecycle event help

[JohnnySnow]

Hi Team,

I'm in the process of implementing below flow with the help of Lifecycle Events(LCE)(I'm totally new to this). I have created a lifecycle event and with that I have started with creation of activity sets as below:

Activity set 1: Initial Approvals (trigger - immediately)

Activities - Within this my plan was to create activities like 

1. Level 1 Task Approval Activity (type:fulfiller, fulfiller activity: HR Task, HR Template - have to create one but..)

Q: But while doing so I'm not sure how to add a single person as Owning group in the HR template? (this would be the manager of a group to whom this task has to be assigned)

2. Level 2 Task Approval Activity.

Also please let me know if there are other ways to achieve this?

Kindly guide.

[Community Alums · Accepted solution]

Hi @JohnnySnow ,

Owning group is "Group" Field so you cannot add users to it, it has to be a group.

And Owning group doesn't decides whom this task would be assigned to.

Follow the Steps mentioned in the doc below: Configure a lifecycle event activity 

[JohnnySnow]

@Sandeep Dutta Got it, so I assume I need to use below field to assign the task. However, I'm not sure how to refer the variables (used in the record producer) here, I couldnt find variables sections. Will you be able to guide on that?

[Sandeep Rajput]

@JohnnySnow You will not be able to use Case variables in the HR Template for assignment. I recommend creating an onBefore insert business rule on HR Task table to achieve this.

[Community Alums]

Hi @JohnnySnow ,

The screen you are referring, you won't find variables section.

If you are looking for a record producer variables, then you must use the "Activity field Mappings"

This can be done using the field mapping on the Activity Field Mapping for the activity that is calling to the Catalog Item (Record Producer):