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Rich Description field on HR Task Template

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Suzanne H
Tera Guru

‎08-25-2023 03:13 PM

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

SuzanneH_0-1693000259769.png

SuzanneH_1-1693001521377.png

 

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Rohit01998
Tera Guru

‎08-25-2023 07:57 PM

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.Screenshot 2023-08-26 at 8.23.36 AM.png

 

Mark my answer correct if this helps you...

Thanks

 

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Lorna
Tera Contributor
In response to Sunny3008

‎10-25-2023 12:36 AM

Hello Tera can you elaborate on how to apply this to a request on a task table to populate watchlist into cc column on an email.

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