Update Short Description on Case Transfer
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12-03-2024 08:36 AM
Hello!
When we transfer HR cases to different HR Services, we currently transfer things like work notes, attachments, etc. However, the Short Description also carries over to the new case, which we do not want.
How can we change the transfer process so the Short Description does not carry over from the old case? We need the Short Description to update to reflect the new HR Service. For example, a case in the Pay Question service has a Short Description of "Pay Question case for ____". On transfer to the Benefits service, the Short Description should update to "Benefits Question case for ____". Instead, it is keeping the old Short Description.
I have found other discussion threads that describe the UI page named 'Transfer Case', and the part of the processing script that contains ignoredFields, but adding that in for Short Description did not work. I also tried to add to our business rule for copying case content post-Transfer, but that has yielded no results.
Is there a way to have the Short Description update on case transfer?
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Human Resources Service Delivery