Rich Description field on HR Task Template

[Suzanne H]

I am trying to populate fields on an HR Task from the Parent HR Case. I want the Short Description and Description from the Parent HR Case to display in those fields on the HR Task. I am using Service Activity to create tasks when a certain case is submitted. I've tried the Rich Description field but it displays HTML instead of the values. Does anyone know how to solve this or have a different solution for passing values from a case to a task?

Thanks

[Rohit01998 · Accepted solution]

Hello @Suzanne H 

 There are two Description fields on HR task table i.e (Type : String & HTML)

Bring Description (rich_description) field on the form through Form layout or Form Designer.

You can check the field value through list view as well.

Mark my answer correct if this helps you...

Thanks

[Suzanne H]

Thanks @Rohit01998, adding the rich description field to the form worked. What do you mean by saying You can check the field value through list view as well.?

[Rohit01998]

Hello,

if you don't want to bring that field on form then you can personalize list and bring that field to list.

To check whether it is giving value or not.

[Sunny3008]

Hello @Suzanne H 

I think this is not possible to have dynamic value from HR template.

You can using Business Rule to be run on Insert of HR task for particular HR Template by putting that in condition. Than update the Short Description of HR task using dot walking.

Please mark this as correct answer and helpful if it resolved, or mark this helpful if this help you to reach towards solution.