transfer case fields custom in hr agent workspace

Firas Kh
Tera Expert

Hi Experts,

I have a requirement to change the transfer hr case "new hr service" field type on the hr agent workspace from choice list to auto complete text to the same hr service names. please see the attached screenshot.

snow HI, answered me to custom it via the ux component. and i cannot see any details about this option and how to do this.

someone had customized the transfer case? would be great.

thanks!

5 REPLIES 5

Community Alums
Not applicable

Hi @Firas Kh ,

This is going to be a custom requirement,

Firstly, you will need to go to UI Builder, which is for HR called as " UI builder for Agent Workspace for HR Case Management

SandeepDutta_1-1718803767941.png

 

in the application scope of " Agent Workspace for HR Case Management".

SandeepDutta_3-1718803822017.png

 

Now, open the Record>Case 

SandeepDutta_4-1718803922594.png

Create a Duplicate variant of the page:

SandeepDutta_5-1718803954215.png

Then, look for below component, then click on Transfer type in the modal :

SandeepDutta_6-1718804017129.png

 

Now, you will need to hide that transfer type component and add a new component as per your requirement,

SandeepDutta_7-1718804100084.png

 

Hi @Community Alums, 

yes i need to hide i found this, but do you know which new component would match the requirement?

i do not think that i need to hide the transfer type, i need to replace the "new hr service" field to add instead of it an auto complete field for hr services names. do you have example on how to do this?

thanks for your answer!

Community Alums
Not applicable

Hi @Firas Kh ,

You need to handle it using Event handlers using some sort of client script maybe.

 

@Community Alums hello,

do you have examples of replacing the hr service filter fields to hr service field search with auto completion? to be easier to find an hr service by writing first letter of it/to pre filter while writing. instead of finding the service manually inside the oob choice list.