How to populate the assigned_to field with the opened_by user's manager that is defined in sys_user

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ChuanYanF
Tera Guru

‎04-08-2025 07:37 PM

Dear experts,

 

I am facing a problem where my onLoad script is not working as expected. I want to make the assigned_to field in the risk event form to autopopulate the user's manager for whichever users that creates a new risk event record. I have defined each user's manager in the sys_user record and I have created a script include called GetManager and a onLoad client script. Please advise what approach or amendments I need to be done to my scripts or my actions.

var GetManager = Class.create();
GetManager.prototype = Object.extendsObject(AbstractAjaxProcessor, {

    getManager: function() {
        var userID = this.getParameter('sysparm_user_id');
        var userGR = new GlideRecord('sys_user');
        if (userGR.get(userID)) {
            if (userGR.manager) {
                return userGR.manager.toString();
            }
        }
        return '';
    }

});

function onLoad() {
    var openedBy = g_form.getValue('opened_by');

    if (openedBy) {
        // Use GlideAjax to call a Script Include that returns the manager
        var ga = new GlideAjax('GetManager');
        ga.addParam('sysparm_name', 'getManager');
        ga.addParam('sysparm_user_id', openedBy);
        ga.getXMLAnswer(function(response) {
            if (response) {
                g_form.setValue('assigned_to', response);
            }
        });
    }
}
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2 ACCEPTED SOLUTIONS

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Shivalika
Mega Sage
In response to ChuanYanF

‎04-08-2025 08:02 PM

And use below 👇 script 

 

function onLoad() {

 

 if (g_form.isNewRecord()) {

 

    var openedBy = g_form.getValue('opened_by');

 

    if (openedBy) {

 

      g_form.getReference('opened_by', function(user) {

 

        if (user.manager) {

 

          g_form.setValue('assigned_to', user.manager);

 

        }

 

      });

 

    }

 

  }

 

}

 

This will work if fields are correct and also try by removing "is New Record" 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQC

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Shivalika
Mega Sage

‎04-08-2025 09:41 PM

Hello @ChuanYanF 

 With my recent solution even without bringing "opened by on the form" its working, I have done it for incident and see the reference screenshots and code - 

 

Shivalika_0-1744173559174.png

 

 

Shivalika_1-1744173585544.png

 

 

Shivalika_2-1744173596229.png

 

 

//CLIENT SCRIPT
function onLoad() {
   //Type appropriate comment here, and begin script below
   
    var ga = new GlideAjax('GetOpenedByManager');
    ga.addParam('sysparm_name', 'getManager');
    ga.addParam('sysparm_record_number', g_form.getValue('number')); // Replace with actual record number
	alert(g_form.getValue('number'))
    ga.getXMLAnswer(function(response) {
        alert("working");
        alert("Opened By's Manager: " + response);
		g_form.setValue('assigned_to',response);
    });

}

 

//SCRIPT INCLUDE

// Name: GetOpenedByManager
// Accessible from: Client Callable - true
var GetOpenedByManager = Class.create();
GetOpenedByManager.prototype = Object.extendsObject(AbstractAjaxProcessor, {
    getManager: function () {
        
        var recordNumber = this.getParameter('sysparm_record_number');
        
        var gr = new GlideRecord('incident');
        gr.addQuery('number', recordNumber);
        gr.query();

        if (gr.next()) {
            var openedBy = gr.getValue('caller_id');
            if(openedBy) {
                var userGR = new GlideRecord('sys_user');
                if (userGR.get(openedBy)) {
                    var manager = userGR.getValue('manager');
                    return manager;
                }
            }
            
        }
        
    }
});

 

This answers your second question as well @ChuanYanF 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

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Shivalika
Mega Sage

‎04-08-2025 07:50 PM

Hello @ChuanYanF 

 

Just add below 👇 in onLoad client script 

 

if (gForm.isNewRecord()) {

    var openedBy = gForm.getValue('opened_by');

    if (openedBy) {

      gForm.getReference('opened_by', function(user) {

        if (user.manager) {

          gForm.setValue('assigned_to', user.manager);

        }

      });

    }

  }

 

No need of script include 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

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ChuanYanF
Tera Guru
In response to Shivalika

‎04-08-2025 07:58 PM

I tried using this script of yours but it does not seems to be working

function onLoad() {

	if (gForm.isNewRecord()) {

    var openedBy = gForm.getValue('opened_by');

    if (openedBy) {

      gForm.getReference('opened_by', function(user) {

        if (user.manager) {

          gForm.setValue('assigned_to', user.manager);

        }

      });

    }

  }

}
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Shivalika
Mega Sage
In response to ChuanYanF

‎04-08-2025 08:00 PM

Hello @ChuanYanF 

 

It worked for me, I think there is some gap in the field names, can you share screenshot of the form and also screenshot of field names ? 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

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ChuanYanF
Tera Guru
In response to Shivalika

‎04-08-2025 08:04 PM

Surely, just to confirm whether my approach is correct. I added in the manager field to the default view in the sys_user table only, is that sufficient? 

ChuanYanF_0-1744167768172.png

 And here are the assigned to fields and the opened_by field names both are inherited from the task table

ChuanYanF_1-1744167827787.png

ChuanYanF_2-1744167850263.png

 

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