Lifecycle event HR task reminder email - mapping variables from the parent LE case

Jesse Jones
Tera Expert

Hello,

I am creating a new activity within an HR Lifecycle Event.

That activity has its parameters defined by an HR Template.

Within that HR Template, I am specifying that I want a due date, and that a reminder email should fire to the task assignee 1 day before the due date. I then specify a new record I created in the "Email Contents" table to generate the email's subject and body.

Within the Email Contents, I have selected a type of "HR Task Reminder", which seems to default to the HR Core scope.

When I'm writing the body of this Email Contents record, I'm not able to pick out any HR-specific variables from the Parent to auto-populate values. For example, the task itself has no subject person, but the parent LE case the task lives under does. I would like to be able to pull something like ${parent.subject_person} to auto-populate the subject's name within the reminder, so that the manger knows which person this email is referencing. I also want to dot-walk to the subject person's HR Profile to grab some other fields like job title and employment start date.

I am able to pull other fields from the Parent record using dotwalking, but no HR fields appear. If I try to manually write out the variable, I just get error messages. See attached screenshots.

Is there anything I can do to get these HR-specific fields available for my task reminder?

1 ACCEPTED SOLUTION

Susan Britt
Mega Sage
Mega Sage

The Parent on the HR Task record is point back to the core task table and not an HR Case/COE table.  The HR Case specific fields (e.g., Subject Person) are not on the task table to pull or dot-walk to.  You could use an email script to read the sn_hr_core_case table to pull those needed values, if required.

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2 REPLIES 2

Susan Britt
Mega Sage
Mega Sage

The Parent on the HR Task record is point back to the core task table and not an HR Case/COE table.  The HR Case specific fields (e.g., Subject Person) are not on the task table to pull or dot-walk to.  You could use an email script to read the sn_hr_core_case table to pull those needed values, if required.

Dan Sirucek
Tera Contributor

Where can I find documentation on the email script within SN documentation?