Add a manager for a contact?

[Dave Longley]

I am starting to add more and more contacts into my system, a number of my BPM asked the requester manager for approval, is there an option for a manager to be selected for a contact? Does a custom button need to be used?

Edited November 10, 2020 by Victor
Corrected "butting" to "button"

[Steven Boardman]

@David Longley external contact's don't have the concept of a manager, internal users of type user and basic, can be assigned a manager.  Equally in the bpm it is only possible to look up a users manager if they are internal and of type user or basic.   

[Dave Longley]

thanks @Steven Boardman, would their be any alternative to say add a custom button to flag a specific condition? 

[Steven Boardman]

@David Longley sorry i am not sure i understand?

[Dave Longley]

@Steven Boardmansorry, i mean, I have added a new custom button on the contact view:

 

 

is there any way i can get this to appear in the customer details view when a ticket has been logged?

 

 

if not, can a BPM look to see what the value of the 'financial approver' button and then depending on the answer i could use a decision node on the BPM? 

[Dave Longley]

Answered my own question on the first bit: 

 

[Steven Boardman]

@David Longley glad you answered the first bit. 

On the second bit, you can use the BPM to look up a contact's custom field values and do something with it.

Here i am using a Get Request Info node, then the decision is looking at the Customer Type and if contact - use the Get Customer Info Node and a Post to timeline and the variable picker to inject the value of custom field 1 into the timeline.  If it was a co-worker it would ignore and end

Output

Contact Record (custom field value)

 

Output of logged Request

I've also added the custom field to the customer section of the request from Home > Applications > Service Manager > Configuration > Requests > Customer Section

 

Here is the process definition if you wanted to check anything from this.

customer-type.draft.bpm.txt

Hope that get's you what you need

 

 

[Dave Longley]

thanks @Steven Boardman