Mapping data from multiple Record Producers to one section on COE case

[aguanci]

Hi All, 

I am trying to map the data from multiple different record producers onto 1 Section of COE case. After creating the fields in Form Layout, I attempted to make UI Policies that would control what the fulfiller would see for different types of cases. Example, if HR Service is A then certain fields show and if HR Service is B then different fields show. Some fields are shared across different UI Policies.

After I created 3 UI policies I started to notice I was getting the conflicting UI Policies error. After some research I tried to change the orders and unchecked "Reverse is false" to no success. 

Does anyone have any experience trying to accomplish this?

[Saurav11]

Hello,

The UI policies you are talking about are they on record producer or on the form. Also what is the conflict you are seeing. If there are fields which are common among different HR service you do not have to apply any UI policy on it as they will always be visible.

Please mark my answer as correct based on Impact.

[aguanci]

The UI Policies are on the form, not on the Record Producer. There will be 6 Record Producers, each with their own HR Service. So when Configuring the form layout and creating fields on the Section, we are putting every single field from each Record Producer. From there, we figured we could use UI Policies to filter the choices that are related to each Record Producer. However, we keep receiving an error for conflicting UI Policies.

Our goal is to have the fulfiller only have to access 1 Section on the COE Case side. 

Here is an example of what we are trying to do:

Scenario 1 

• Customer fills out a Form with HR Service = A 
• UI Policy would show only the fields associated with that Record Producer
• All the other fields that are in the Form Section should be hidden

Scenario 2:

• Customer fills out a Form with HR Service = B
• Now only the fields that are associated with that Record Producer are show, all other fields are hidden

 

Hope this cleared things up alittle!

[Saurav11]

Just wondering instead of creating a separate section you can bring the  variable editor on the form similar to the one on RITM so it will only show the fields which were on the record producer through which it was created.

Go to formatters from navigation:-

Find the one for Incident and  insert and stay

Then on the for configure->form layout bring the variable editor on the form and it should be good.

Please mark my answer as correct based on Impact.

[aguanci]

Will you be able to report on these?