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Question

How to route to manager based on submitter?

Forms
Updated June 7, 2015
asked on June 4, 2015

We are just about to launch our first form-this form will be used to process our HR changes and updates.  The approval process looks like this:

Submitter>Manager>Payroll>Finance>HR>etc

All of the approvals after manager are always assigned to the same user.  What we are trying to figure out is how to send the approvals to the appropriate manager based on the submitter? 

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replied on June 7, 2015

Hi, Glen.

Building on what Blake said, I usually create a hidden field that's populated by a database lookup that stores the manager's name. That way, in your process model, you can use the variable from that field to send it to the manager. You won't need to have multiple decision streams for determining where to send it. One activity will work for all managers if you configure it with the value of the manager field.

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replied on June 4, 2015

You will need some kind value that would make the determination for who it should go to. It could be based on the type of change, type of employee, department, etc. Then in your Process Modeler you would set your outflow for each manager according to the value that should go to them.

In our case our HR database includes an employees supervisor name, so we then do a second lookup of the supervisors information to grab their AD information to assign it to them when needed.

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