Assigning a manager for a user in order to test an approval Workflow?

[Georges_Younes]

I have created a Catalog Item (on my PDI) with an approval flow

My Goal is to test this approval flow and make sure that whenever a request is submitted, the manager of the requester gets an email.

I created a new User but my problem is that I am not able to assign to him a manager. So whenever I submit a request it will not be forwarded to a manager since he does not have one and thus I am not able to test the scenario mentioned above. Can someone advise me on how I can accomplish the later? Thanks

[Ayushi12 · Accepted solution]

Hi @Georges_Younes 

Configure the form and you can pull out the manager field in form view and update the user manager field.

Please mark this response as correct or helpful if it assisted you with your question.

[AshishKM · Accepted solution]

Hi @Georges_Younes , 

You can check the manager column in the list view and update the manager value for this new users.

Or you can add the manage field on the user record form via "Form Design" and update it. 

-Thanks,

AshishKM

[Ayushi12 · Accepted solution]

Hi @Georges_Younes 

Configure the form and you can pull out the manager field in form view and update the user manager field.

Please mark this response as correct or helpful if it assisted you with your question.

[AshishKM · Accepted solution]

Hi @Georges_Younes , 

You can check the manager column in the list view and update the manager value for this new users.

Or you can add the manage field on the user record form via "Form Design" and update it. 

-Thanks,

AshishKM

[Priyanka_786 · Accepted solution]

@Georges_Younes :  Get Manager field on form using configure form layout and set some user in manager field. Pass this value by dot walking in email whom to send when approval is submitted.

Hope it helps. Kindly mark helpful/accepted if it helps.

Regards,

Priyanka Salunke

[Rohini S Sane]

Hello @Georges_Younes,

Configure form layout and take manager field into the slush bucket. 

Regards,

Rohini Sane