HRSD playbook experience help

SimenKnudsen
Tera Expert

 

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! 😊



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6 REPLIES 6

Do I do that in the HR Playbook Card Configurations ?

 

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Is that config in HR Playbook Card Configurations ?

 

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