Subject person visibility in HR Cases when Subject Person = Opened for

[Lorenzo8]

Dear community,

I have a record producer for a specific HR Service that can be open for someone else, or for oneself.

We have 2 fields:

• Opened for: the person who raises the request from eh portal;
• Subject Person: the person the request is about.

If the case is raised for someone else (subject person), we don't want the subject person to see the case in the portal. This can be achieved by unchecking the "Show to subject person" checkbox in the HR Service configuration.

However, when an employee raises the case for him/herself, then the person is both the opened for and subject person. If the checkbox "Show to subject person" is unchecked, the employee will not be able to see the request.

Does anyone have any idea on how I could hide the ticket to the subject person only if the opened for and subject person are different?

[Kerry Ferrell]

I have this same issue. Almost all of our HR Cases have a different Opened For and Subject Person. We want the Opened For to be able to see the request in the Employee Portal, but I cannot seem to make it visible to them. The Subject Person should never see the case, so I do have the Show to subject person unchecked.

[JulianLemcke · Accepted solution]

Hi both,

At my last company, we've implemented another "HR Case Option" called "Show to Opened For" and one for "Show to Opened By" and afterwards we extended the OOTB Business Rule which shows / hides HR Cases based on different criteria to include these two "Case Options".

With that we were able to show and hide cases for various different scenarios, maybe that "thought" helps you? Leveraging these Case Options is quite nice.

I don't think that this is with "pure OOTB setup" achievable.

Cheers,

Julian