What is Associate Interaction Features in HRSD, Xanadu Version? Please explain. Any Links?

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AbdurRahmanSnow
Giga Guru

‎03-05-2025 12:02 AM

Good afternoon.
What is Associate Interaction Features in HRSD, Xanadu Version? Please explain. Any Links or docs?

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Community Alums
Not applicable

‎03-05-2025 12:48 AM

Hi @AbdurRahmanSnow ,

HR Agent Workspace - Interaction is associated with the HR case and vice versa when viewing the HR case from the Interaction record with the help of "Associate record" feature.

An agent can also manually add a connection between an Interaction and a Case by using "Associate record" on the Interaction form.

 

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Community Alums
Not applicable

‎03-05-2025 12:48 AM

Hi @AbdurRahmanSnow ,

HR Agent Workspace - Interaction is associated with the HR case and vice versa when viewing the HR case from the Interaction record with the help of "Associate record" feature.

An agent can also manually add a connection between an Interaction and a Case by using "Associate record" on the Interaction form.