Can you use a table column to assign a role?
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‎07-18-2024 07:02 AM
We just went live with ServiceNow a few weeks ago and I'm trying to come up with a way to auto assign the business stakeholder license to our approvers. With my last company I was able to pull a field from AD and use the transform mapping to add anyone with a manager title into a group that would assign the role but with this new company they sync with Azure AD and I'm unfamiliar with this set up. I also don't know what designates someone as an approver in Azure AD but on the user table we have a column labeled "General Manager" that houses anyone that would need to approve any requests. Since these are the only users that will receive an approval my hopes were that I could use this column to somehow assign the role, any thoughts on if this is possible or should I dig into the sync with Azure and try to create something using flow designer or a designator to assign the role?
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‎07-18-2024 08:59 AM
Query the relevant group of users on the sys_user table. Right click a column header and export to Excel format. Open the file and highlight the list of users and copy. Go to Users and Groups - Roles. Find the business_stakeholder role and open it. Click the Users tab on the related list and click edit. At the top, choose Name Is One Of and paste in your users. Run filter. Add all the people in the bottom section to the role.
Watch out for people with common names, they might have another person with the same name in the company.
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‎07-18-2024 09:34 AM
Sorry I should have been more clear, I need this to update anytime someone is added or removed from that column, it's all tied to the user table so for example my department is IT then my boss is the "General Manager" of our department. If she were to leave the company and be replaced the table would automatically update. The logic for the table updates were built out by a third party so I haven't managed to figure out how they are updating it yet but I need the roles to add/remove along with the users in this column
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‎07-18-2024 11:49 AM
Hello,
I am new to ServiceNow and I have to reply to a question for a course assignment. My apologies for breaking in on this conversation.
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‎07-22-2024 07:17 AM
Here's the table, to add to the fun I also need to exclude anyone that has an itil role and account for duplicates(sometimes a GM is over multiple departments) without going crazy on license assignment. Could this be accomplished with a business rule on the table that either assigns the role based on that column or adds them to a group? I'm struggling with how to identify those listed in the column to then translate it to an action