Which THREE actions are required to properly configure an HR Service to use a specific HR Template?
Trap 1: Create a Business Rule to trigger the template
The platform handles template application automatically when the HR Service is selected.
Trap 2: Associate the template directly to the HR Case table
Templates are associated with HR Services or Task types, not directly to the table via configuration menus.
- A
Create a Business Rule to trigger the template
Why it fails: The platform handles template application automatically when the HR Service is selected.
- B
Associate the template directly to the HR Case table
Why it fails: Templates are associated with HR Services or Task types, not directly to the table via configuration menus.
- C
Ensure the HR Template is marked as 'Active'
An inactive HR Template cannot be selected when configuring an HR Service, so marking it Active is a prerequisite for the template to appear in the HR Service's template field. This satisfies the stem's requirement that the service use that specific template, since the platform filters out inactive templates from selection.
- D
Define the template content in the 'HR Template' module
The HR Template record must exist with its content defined before any HR Service can reference it. Creating the template in the HR Template module supplies the reusable content structure that the service configuration later attaches, satisfying the prerequisite step of the three-action configuration sequence.
- E
Link the HR Template in the HR Service record
The HR Service record carries the reference field that binds a specific template to that service. Populating this link is what actually associates the template with the service, so cases spawned from the service inherit the correct template content.