Transactions document the specific requests/transactions of the case. They are automatically created with Spreadsheet Uploads, or they can be manually added to a case.

Transactions from a Spreadsheet Upload

When an HRL/etc creates a case from the HRSC Support Portal and uploads a Transactions Spreadsheet, those Transactions will automatically populate in Salesforce.

Here’s an example of a Transaction Spreadsheet an HRL would have filled out:

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And here’s how it shows up in the Case in Salesforce:

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In the created Case in Salesforce, two areas will be auto-populate:

• Case Contacts: Salesforce will try matching the employees from the Spreadsheet to employees in the system (based on EID). If there is a match, Salesforce will formally connect the employee’s Contact record to the Case. If there is no match, Salesforce will create a new Contact and new Case Contact.

• Transactions: Salesforce will make individual Transactions for every row in the Spreadsheet. It will populate all the applicable fields from the Spreadsheet in the Transaction record.

Manually Creating a Transaction

You can manually add/create a Transaction in a Case as well. To do this, follow these steps:

1. Click the “New” Case Contacts Button

   1. We will identify the “Impacted Employee” before adding the new Transaction

       

2. Search for Case Contact

   1. If you want to only attach to the Contact, click the “Search All Contacts” tab. If you want to pull in employment information to the Case Contact, click the “Search Employment Records” tab.

   2. Search by name, EID, email, etc.

   3. Click the “Next” button

       

3. Identify the Case Contact Type

   1. Since you’re adding a Transaction, you’ll most likely want to choose “Impacted Employee”

       

4. Click on the “New Transaction” Button

    

5. Determine Transaction Type/Sub-Type/Sub-Sub-Type

   1. Choose the appropriate Transaction categorization

   2. Click the “Next” button

       

6. Add Transaction Details

   1. Conditional fields will display based on the Case Type. Populate as necessary.

   2. Click the “Save” button

       

7. Done. View Transaction on Case Page

   1. Click the Case Number link

   2. View your new manually-added Transaction

      
      
      

Editing Transactions

There are two ways to edit Transactions--by individual Transaction record, or by a spreadsheet view.

1. Editing Individual Transaction

   1. You can edit an individual Transaction by clicking on the Transaction record.

       

2. Editing Transactions in Spreadsheet View

   1. You can view all the Transactions of a case in a spreadsheet-style view by expanding the “Transactions” header:

       

   2. Once opened in this spreadsheet-style view, there are several things you can do to help manage the Transactions:

      1. View All: This link exists at the bottom of the spreadsheet list and opens the list of Transactions in its own page.

      2. Edit: Allows you to edit the “cells” of the spreadsheet.

      3. Sort Columns: Allows you sort the column alphabetically or numerically.

      4. Expand/Collapse Columns: Allows you to expand or contract the column width to your preference.

      5. Freeze: Allows you to freeze columns.

      6. Update: Allows you to mass-update multiple Transactions at the same time.

         1. You must select the appropriate Transactions first (far left side of page).

         2. Click the “Update” button

         3. Identify what data-point you want to mass update

         4. Identify the value you want to populate for each data-point for each Transaction selected

      7. Explorer Button: This is the three-horizontal-line button

         1. Allows you to do advance searching/filtering/sorting/grouping

         2. Allows you to reorder the columns