HRSD playbook experience help

[SimenKnudsen]

Hi everyone! 👋

I’m looking at the OOTB Onboarding HR case in HR Agent Workspace. In the playbook, I can see both HR Tasks and child HR Cases displayed as part of the lifecycle.

In my client’s instance, the playbook only shows HR Tasks - the child HR Cases (e.g., cases created by other HR Services in the lifecycle) don’t appear.

• Where is the configuration that controls whether child HR Cases are shown in the playbook?

• Is this driven by a playbook configuration, a workspace configuration, or something like HR Lifecycle Event/Journey setup?

I’ve tried searching around the usual HR workspace/playbook settings, but haven’t found anything that affects this behavior.

Thanks in advance! 😊

[Mark Manders]

Did you validate normal access to the cases is there? It could simply be that you're not allowed to see them due to some policies.

[SimenKnudsen]

Yes, I am admin and HR admin. I have built the full process 🙂

[SimenKnudsen]

Okay I noticed that the usual HR Services that are assigned to a furfiller is shown in the playbook. My specific use case is an employee HR task to Submit an record producer. That HR Case that is created from that record producer is not shown in the playbook. If you have any tips @Mark Manders , I would love to hear it 🙂
Thanks a bunch!

[Mark Manders]

Did you check the trigger of the playbook? If that only triggers on specific tasks/services, yours won't show up.