Case Management
Discussion List
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Unable to see custom fields listed in OTBI for Case ManagementSummary: I have a number of customised fields created on the Case Management form but the fields are not listed in OTBI. Below is some of the custom fields This is all I… -
HRHD Stripe vs CRM StripeSummary: Currently, we are using the HRHD stripe for both HR Help Desk and Case Management. What are the benefits and draw backs of sharing the HRHD stripe? Should we us…
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Is it possible to add values under document category while uploading files?Hello Team, While creating a case, when a document is being added/loaded, under the type, instead of miscellaneous, can other file type names be added? How to do so and …
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Contact field types not working properlySummary: I am trying to understand why the contact fields are not working correctly. I have customised contact fields as a lookup value but when I save the contact names…
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Once I've created an Action will I be able to change the stripe code?Summary: Once I've created an Action will I be able to change the stripe code? Content (please ensure you mask any confidential information): Version (include the versio…
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Case Management: Requirement for Cases to be Restricted to certain Case managersSummary: Our customer has a requirement for Cases that are related to HR employees to only be visible to specific Case Managers. We've tried creating a custom field and … -
Redwood Case Management - Security based on QueueSummary: Our customer has Redwood Next Gen HRHD - 23A. They have a licience for HR Helpdesk but not for Service. I want to use queue assignment based on category for the…
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Steps to be followed after refresh helpdeskHi Team, After the refresh, the helpdesk is not working properly. The agent page is not opening, and notifications are not being triggered. They are triggered in some ca…
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Custom Fields in Case Management for REST calls are not getting savedSummary: We are implementing grievance management and have a requirement to include a few custom fields such as Business Unit, Union, and Department. To support this, we…Chandra Shekhar Narayan 1 view 1 comment 0 points Most recent by Chandra Shekhar Narayan Visual Builder Studio for HCM
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Rename Attachment Category in HR Help Desk and Case ManagementSummary: I would like to rename the Miscellaneous Attachment category to 'External'. How can I go about doing this? Content (please ensure you mask any confidential info…
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How to add 'Create Case' as a Quick ActionSteps: Create Sandbox Add & Navigate to Structure Click on Service -> Quick Actions -> Expand Service Center Quick Links Click on Create Enter Quick Action Details Optio… -
How to add Custom fields in Task Edit page within Case Management?We have defined few Action plan action like Investigation Meeting Scheduled. Now when the agent is updating this action we want to capture the actual date of Investigati… -
Strange issue with ISR and Cases with VBS/RedwoodWe are trying to explore functionality to implement Internal Service Requests and Cases. We are trying to use the Category (for ISR) and Case Type (for Cases) to hide fi… -
I want to change/update custom fields based on the changes made to another custom fieldSummary: I want to change./update custom fields based on the changes made to another custom field Content (please ensure you mask any confidential information): I want t…
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Help Desk Request formSummary: Good day all! Within the HR Help Desk request form it is displaying the category field but the options are not listed. When i select the drop down icon it appea…
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Case Worker cannot edit caseSummary: Case workes are unable to edit cases all of a sudden. I checked all the permissions and privileges and they have the correct rights. I have a list of case worke…
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Custom Fields on Create Case page to have List of Values rather than free textSummary: We are having custom fields for Create Case page, but all of them are text fields. We want to have some of the fields to have a list of values that the user can…
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Custom Access Group Rule Not WorkingSummary: We've created custom access groups for Case Workers and Case Managers. Case Workers should have access to the cases where they are a member of the team. We are …
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Filter out list of values for manager titleSummary: I have created a custom field called Line Manager in case management. I want to configure the list of values so that only employees with the manager title are l…