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  • And by the way, these directors serve different units. If what i am thinking is not possible then i guess i have to do a dependency based on entered text and do a process integration to update the actual director based on the dependency? Maybe i need to do a show field logic of HR Director, IT Director, etc via a custom…
  • Hi Stone, so your last statement is sort of correct. We just recently ran into a similar issue and we resolved it. Turns out the documentation is a bit confusing but once we tried a few scenarios we found a working one. We ran into two scenarios.
  • If you follow their guide, which i agree its not quite clear, the fields show up per user and you can "assign" a director per user. This is the manual part. You can also do this via an API but for the amount of people we have i would rather do the mass assignment via the user list option. Anyway, the approval tasks now…
  • Woops, hit enter instead of continuing: * Creating an incident from a service request and then relating parent to child tickets or vice versa. * relating existing tickets from a child to parent or vice versa We were able to do both through a process integration. I am happy to show you how to do that if you have some time…
  • Hi Rinat, so I am on the same boat as some of the users on this post. I have a workflow that depends on the user field for approvals. i.e., I am requesting approval to meet with an attorney, I add who is my director from the user field which in turn references all users. What I was hoping this would do is have it to where…
  •  Note: My two fields now show up as selectable when i click on show relationship chart. I am able to select the path to approval. This in turn looks at the assigned department director or deputy director and assigns any approval task to whomever is pre-defined at the user profile level:
  • Hi cdow. So we have the same setup through Entra. We have the default "Reports to" which SW does a good job of definthing immedate manager, etc. By doing the dynamic approver, you can now have a purposeful use of a role such as, in my case, department director for approvals or deputy director for other types of approvals. 
  • Ok i managed to figure out how this works. I actually like it now. Its cool. The only thing is the updating of the users which is not a game changer. Going to post some pictures on how i did this.
  • It would help if i would attach it right? Here we go again. Samanage needs to fix this: For XML, just follow XML format. The problem i have is that it executes way to fast the way i am doing it since i have it in what i think, is the only way to automate this. I have a custom field with all the known asset tag numbers…
  • Works for me both on XML or JSON but you have to know the SW ID for each asset. Its not quite simple to do that. I manage to build some manual relationships via custom fields (which i think its overkill if you have lots of assets) for key assets that would translate, in my case, an asset barcode and associate it with an…
  • Hey B Johnson, any way you can share a screenshot of what your process integration looks like? Just curious.