How do I assign manager to a user?

[Akki1]

Hi All,

I have a table which is similar to user table. Let's name it as u_accounts.

It has some fields

user_id

first_name

last_name

Manager

Manager Identity-(Reference to itself i.e u_accounts) - Hidden on form

Manager user Id -String-hidden on form

Now Manager is function field where using Manager identity I am getting its name and user_id and appending them and displaying it on form.

The records are imported from an excel sheet which contains 

user_id,first_name,last_name,manager_user_id . Now after records are imported I want to lookup in the same table for records and search using manager_user_id and assign that in Manager Identity.

We cannot use after business rule as suppose a manager record is after the user records in that case it won't find the manager and it will not work.

How can I implement this any suggestions?

I want it to work even when data is coming from integration or import 

[Omkar Kadoli]

Hi @ Akki,

Try This Steps,

1. Go to that particular User record.

2. Go to form layout.

3. Select manager field from slush bucket (available list) and add to selected list.

4. Save it.

5. Then you can see the manager field in that user details form so you can add manager from that reference field.

If I have answered your question, please mark my response as correct and/or helpful so that others with the same question in the future can find it quickly and that it gets removed from the Unanswered list.

Thanks, 

Omkar

[Akki1]

Hey @Omkar Kadoli 

My question is completely different

I am not using the form I'm importing the records and I don't want the field which you are saying to be displayed on form.

Please go through the complete question once and let me know if you didn't understand/

[Community Alums]

Hi!

I hope you're well!

You can create a transform map script with the when field filled with the value onComplete. In the script you create a Glide Record that goes through the entire import table looking for the manager and filling the value in the destination table, as it will be onComplete, the script will be executed after loading all the records, this way the managers will already have the sys_ids.

Hope this helps.

If I was helpful, please mark my answer as correct, thanks!

[Dr Atul G- LNG]

I am not a developer, nor a full-capacity architect but still would like to know, what is the need to create a custom table and custom fields. The new tables will be chargeable (As per norms)and to do your work you need to bulid the whole logic from scratch. It is not possible you pick up OOTB tables or just create 1-2 new fields.