Tasks not displayed in the HR Playbook

thiagofemeira
Tera Contributor

Hi everyone,

 

In my lifecycle event there is a flow in a Activity set creating some tasks, but any task created via flow is not displayed in Playbook in the HR Agent Workspace, only the simple tasks via activity set.

Does anybody know how can I display those tasks in the Playbook?

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @thiagofemeira ,

This is an expected behavior that excludes certain activity types to show up on playbook; in this case it's flow, content, activity_container

OOB (out-of-box) property sn_hr_ws.exclude_activity_types or sn_hr_le.exclude_activity_types restricts its visibility due to compatibility issues.

 

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9 REPLIES 9

Agreed it very disappointing. Here's another one:

 

- The icon on Playbook Cards do not respect the Icon field on the corresponding Playbook Card Config. It's always the pencil!

Thought you might like to know that we found how the "activities/tasks" maps to the playbook card states. It may solved your "If you use PDF document template in your LCE, the child tasks also breakes in the playbook." comment. We are also using PDF document templates and this helped us.

 

Depending on which HR Agent workspace you're using (UIB or Legacy) there is a System Property with a value in JSON format that defines the mapping.

 

For the legacy workspace (Application: Human Resources: Workspace)

- `sn_hr_ws.playbook_state_mapping`

 

For the New HR Agent Workspace (Application: Agent Workspace for HR Case Management)

- `sn_hr_le.playbook_state_mapping`

 

OP: https://www.servicenow.com/community/hrsd-forum/hr-lifecycle-event-playbook-activity-card-state-mapp...

 

In regards to your "Tasks generated via flow are not displayed in the playbook." comment, they should appear if they parent is set to either the Lifecycle case itself or a child task of the Lifecycle Case.

 

Hope that helps you out some!

Is there any workaround to show the tasks that were created by the flow in the Playbook?

phgdet_0-1714012853165.png

Map the Stage to your activity set, the task will be shown in the playbook as expected.

kiran79
Tera Expert

The HR task has a field called "Stage" which can be populated directly from your flow by setting its value to the Activity set associated with the flow activity. This should ensure that the generated task is displayed in the Playbook, just like other tasks created via activity.