Workflow - Assign to a department manager

Hello,

I am trying to create a workflow for a 'petty cash request' form, whereby the form is assigned to a manager of that specific department.
e.g User completing form selects 'Sales' as the department from a drop down list. I would like the workflow to look at the Sales department roles, and assign it to a manager.

I don't see any way to identify a manager within the roles, and nothing on the user ID area either.

The only other thing I could think of was to get the user to manually select their managers name in a drop down on the form, but I then can't work out how to link that in the workflow..

Any help appreciated.

Stephen

Hi Stephen,

Maybe use a multi-column select list with:

Department, Managers (relative to that department), Manger, (Then Form will fill this) DWUSER

Make the DW  user field hidden, but you can use that in the WF as a variable for the “new” request to assign it.

Hi Michael,

Many thanks for your reply.
How do I setup a multi column select in the form? When I click to select that option, there is nothing below it. See attached.

Thanks, Stephen

Hi Michael,

Further to this, this could be a permissions issue. I don't have access to the FTP 'data' folder to upload an external file.
knowledgebase/article/KBA-35850

I also don't appear to have the 'select list mode', which is referred to here:
https://help.docuware.com/#/home/62403/2/2

Thanks, Stephen

OK, so I am slowly working my way through this.
I have now setup a local data connector to the DB with our managers list in it.

Then in Docuware, I have gone in to indexing assistant to add the new connection.
Once I have selected the local data source and connection, I am left with a message at the bottom which says:
No rules are defined yet.Create a new ruleCreate a group of rules

I can only then click on 'Cancel'.
Where do I create the rules? Does this need to be done before setting up the indexing assistant?

Thanks, Stephen

Hi Stephen, 

please click on the "+" sign at "create a new rule" to create a rule. 

Greetings from Germany, 
Simon H. Hellmann
DocuWare System Consultant

Hi Simon,

Those buttons are greyed out, as per attached screen shot.

Hi Stephen, 

there is something wrong with your Local Data Connection. Below "ManagersListing" there should be a box where you can select which columns of the data source you want to use for your select list.


Greetings from Germany,
Simon H. Hellmann
DocuWare System Consultant

Thanks Simon, I will log it with Docuware support.

In the admin tool by chance did you click " Identify " to define the columns in the file connection?

Hi Michael,

I don't see an identify option. The connector has picked up the name of the DB and the table though.

Ah I must be thinking of file connection then.