Create custom user criteria for primary managers

  • Release version: Yokohama
  • Updated March 3, 2026
  • 2 minutes to read

    • You can create custom user criteria for primary relationship managers for configuring the assessment reassignment criteria.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Knowledge > Administration > User Criteria.
    2. Select New.
    3. On the User Criteria form, fill in the fields.
      Table 1. User Criteria form
      Field Description
      Name Unique name of the user criteria. For example, Supplier managers
      Users Users that must match the user criteria.
      Groups Groups that must match the user criteria.
      Roles Roles to match the user criteria.
      Note:
      • Because the evaluation of a role is cached in the session, any change in the role requires you to log in again.
      • User criteria are not applicable for elevated privilege roles.
      Advanced Option to display or hide the advanced option that includes the Script field on the User Criteria form.
      Script Add the script to define the list of all primary supplier managers (with role sn_slm.manager). This field is available when the Advanced option is selected on the User Criteria form.
      <?xml version="1.0" encoding="UTF-8"?>
<unload unload_date="2026-02-24 08:42:21">
<user_criteria action="INSERT_OR_UPDATE">
<active>true</active>
<advanced>true</advanced>
<company/>
<department/>
<group/>
<location/>
<match_all>false</match_all>
<name>Supplier managers</name>
<role name="sn_slm.manager">da72c74043942110bb9e89e90db8f2ef</role>
<script><![CDATA[(function isAllowed() {
    var stakeHolderGr = new GlideRecord('sn_slm_supplier_m2m_internal_stakeholders');
	stakeHolderGr.addQuery("user",user_id);
    stakeHolderGr.addQuery("relationship_type","relationship_type_1");
	stakeHolderGr.query();
	return stakeHolderGr.next()

})();]]></script>
<short_description/>
<sys_class_name>user_criteria</sys_class_name>
<sys_created_by>maint</sys_created_by>
<sys_created_on>2026-02-24 08:38:06</sys_created_on>
<sys_domain>global</sys_domain>
<sys_domain_path>/</sys_domain_path>
<sys_id>902bb3bc50977250f8776d5de5c06973</sys_id>
<sys_mod_count>6</sys_mod_count>
<sys_name>Supplier managers</sys_name>
<sys_package display_value="Global" source="global">global</sys_package>
<sys_policy/>
<sys_scope display_value="Global">global</sys_scope>
<sys_update_name>user_criteria_902bb3bc50977250f8776d5de5c06973</sys_update_name>
<sys_updated_by>maint</sys_updated_by>
<sys_updated_on>2026-02-24 08:42:16</sys_updated_on>
<user/>
</user_criteria>
</unload>
      Active Option to activate or deactivate the user criteria.
      Companies Companies that the user record must match.
      Locations Locations that the user record must match.
      Departments Departments that the user record must match.
      Match All Option to determine whether all elements from each populated user criteria field must match. If selected, only users who match all user criteria are given access. If cleared, the user must meet one or more of the set user criteria to be given access.

      By default, this check box is cleared so that any condition met provides a match.

      For example, consider a user criteria record for the following:
      • Locations A or B
      • Company C or D
      With Match All selected, only users that meet all of these conditions are matched. For example, a user with a location A and a company C.
      If Match All isn’t selected, users meeting any of these conditions are matched. For example, a user with a location B.
      Note:
      If you select Match All, verify that you don't create contradictory conditions that can never be met. For example, if all users in location A work for company G, the conditions in this example can never be met.
    4. Select Submit.