Set Reminder in HR Agent Workspace

Suzanne H
Giga Guru

We recently started implementing HR Agent Workspace in San Diego. The Set Reminder UI Action does not have a Save or Submit button. I am able to fill out all of the fields but get stuck there. Any ideas what the issue is? 

5 REPLIES 5

Community Alums
Not applicable

Hi @Suzanne H ,

Role required: sn_hr_core.case_writer

Procedure

  1. Navigate to All > HR Case Management > HR Agent Workspace.
  2. Click the Lists icon (List icon to display HR cases along the left side.
  3. Navigate to and open a case you want to add a reminder.
  4. Click the More Actions icon (More icon), scroll down and click Set reminder.
  5. Fill in the fields.
    Create New Reminder
    Field Description
    Short description Text that describes the reminder.
    Date time The date and time you want to receive the reminder.
    Task The task or case associated with the reminder. Automatically appears based on the case or task you have displayed when creating the reminder.
    User The name of the logged in user that created the reminder.
    Reminder Status of the reminder.
  6. Click Save.
    Note: To view reminders, click more from the Related Items menu, scroll down, and select Reminders. When an alert is activated, a number appears inside the Notifications icon (Notifications icon) and the notifications message scrolls across the screen.
     
     
    Here is your save button on top right :
    find_real_file.png
     
    Mark my answer correct & Helpful, if Applicable.

    Thanks,

    Sandeep

Hi @Community Alums,

Is there any way to send reminder mails to user mailbox , the reminder mails set in hr agent workspace

Susan Britt
Mega Sage
Mega Sage

Hi Suzanne,

Is this happening for all users and COEs?  I am not able to duplicate the issue in San Diego for the HR users.

Suzanne H
Giga Guru

Thank you for your reply.

The issue was that we had created a custom Save UI Action and had removed the Global Save UI Action from the Workspace. So, it was entirely my fault. I just added the Global back to the Workspace and removed the custom and it works as expected now.