Set up an automated system for adding and removing managers from the Approvers

[Dedea]

Hi,

Has anyone already implemented an automated system for adding and removing managers from the Approvers?

Managers should be automatically added to this group and removed if they no longer have a subordinate.

Many thanks

[MizukiNakanish · Accepted solution]

Hi Dedea ,
I believe this can be implemented by creating business rules. As a prerequisite, the Manager field in the User table needs to be used to link subordinates with their managers. Based on that, business rules can be created to handle the automatic addition and removal of managers.

・Automatic Addition (When a manager has subordinates)
　‐Create a business rule to monitor the Manager field in the User table.
　‐If a manager has subordinates (the Manager field points to another user), the manager will be added to the Approvers group.

・Automatic Removal (When a manager has no subordinates)
　‐If the Manager field in the User table is set to null the manager has no subordinates), the manager will be removed from the Approvers group.

[Dedea]

Thank you for your help