How to use a Select Box to choose an Approver

Feasood
Tera Guru

Hello,

 

I have a requirement to use a Select Box to list a bunch of Group Names that correspond to a Group Leader.  Depending on which group is selected, the corresponding group leader should be selected as the person the approval email will get sent to.

 

I thought to use a Select Box to list the Groups and have the group name as the Text and the Group Leader as the Value.  Eg below:

Feasood_0-1717536964009.png

I then thought that this user would then be able to automatically populate a reference field with the users name and then this field could be used to reference the approver, but I cannot get the field to populate.

 

Can someone please assist with how to achieve this as I am stuck.

 

Regards

Mike

1 ACCEPTED SOLUTION

Feasood
Tera Guru

I managed to get this working by setting the Value in the Select box to the sys_id of the user's name and then used a Client Script to update the Reference variable.

 

Feasood_0-1717708617700.png

 

function onChange(control, oldValue, newValue, isLoading) {
    if (isLoading || newValue === '') {
        return;
    }
    // Get the group leader from the selected option
    var groupLeader = g_form.getValue('product_or_platform_service_lead_coe');
    // Set the value of the Group Leader reference field
    g_form.setValue('approval_user', groupLeader);
}
 

View solution in original post

2 REPLIES 2

SanjivMeher
Mega Patron

You should just let the user select the group. So basically your field should be a lookup select box on the Group table.

And in the group, you can set the manager as the group leader.

Your workflow/flow designer should be configured to set the group manager as the approver.

Feasood
Tera Guru

I managed to get this working by setting the Value in the Select box to the sys_id of the user's name and then used a Client Script to update the Reference variable.

 

Feasood_0-1717708617700.png

 

function onChange(control, oldValue, newValue, isLoading) {
    if (isLoading || newValue === '') {
        return;
    }
    // Get the group leader from the selected option
    var groupLeader = g_form.getValue('product_or_platform_service_lead_coe');
    // Set the value of the Group Leader reference field
    g_form.setValue('approval_user', groupLeader);
}