What are the prerequisites for using the "Automatic to the manager" assignment method?

Process Design
1

For each directory user, the Manager field must be filled in with the manager’s username (system login).

2

Hi @eddy.daouk ,

Is it possible to assign action to Manager of the Requester’s Manager?
We would like to have certain level of management to review and approve requests initiated by all their subordinates on different hierarchy levels.
For example, we have the following organizational structure:
image
We would like to have Manager to approve all requests initiated by Team Leads or Specialists.
Is something like this possible in WFG?

Thank you,
Marina

3

Hi @marinam,

There is no default functionality in WorkflowGen that retrieves the manager of a user’s manager.

You can query the WorkflowGen’s database in .NET code behind using the following query:

SELECT USERNAME FROM Users 
WHERE ID_USER = 
(SELECT ID_USER_MANAGER FROM USERS WHERE ID_USER = 
 (SELECT ID_USER_MANAGER FROM USERS WHERE USERNAME = 'username_of_current_user')
)

Then assign the returned username to the desired action.
Also don’t forget to handle the case a manager is not mapped to a user to avoid getting assignment issues.

Regards,
Eddy.

4

@eddy.daouk Thank you for the feedback.