Create HR Criteria based on a manager's direct report's profile attributes
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07-31-2024 10:37 AM - edited 07-31-2024 10:38 AM
I am attempting to create an HR Criteria to show content to a manager if one of their direct reports has a certain attribute - in this case, their Location country:
"If the manager user has at least one child user reporting to them with a Location country of US, show the manager this HR knowledge article."
I know how to configure the reverse of this scenario by dotwalking up via user.manager.location.country. But there doesn't seem to be a way of going the opposite direction. The Manager field is a singular reference field so it appears when dotwalking from the child user. But a manager's users are a related list of all their child users, so it doesn't appear dotwalkable.
What are my options? Is there a dotwalking option I'm not seeing, or will I have to resort to scripting? Thanks!
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07-31-2024 11:38 AM
You are absolutely right. Because a manager can have multiple subordinates, no dot-walking is possible and you would need to use a script to achieve what you want.
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01-30-2025 06:08 AM
Are there any examples of this scripts out there to achieve this use case?