Automatically populating a field in a form
I have received a request from management to add a new field into the request for change form.
Right now, the form displays the name, login, and phone number of the person creating the form.
Now the manager for this person needs to be added to the form. Also, this manager, after retrieved, needs to be placed at the beginning of the approval chain for the ticket - if the manager field has a value, and if the manager is different than the manager for the assignee of the ticket.
So I am first trying to figure out what the steps are to get the manager from the initiator's contact record. Since other info from the contact record is present on the form, it seems like adding a new value should be easier than many things one has to do in HPSM.
Has anyone made this type of change? What types of things have to be considered when setting it up?
First try to find out whether the contact record of any user stores manager value or not.
If it stores the value then query the contact record of the assignee from format control and user the record in the
calculation tab of the format control to populate the manager name.
You will probabaly have to do a recursive fill of the manager ID.
The contact record normally identifies a manager based on their contact.name/ID, but you need to speicify the approver using an operator ID. If those differ, you would need to first retrieve the manager contact.name, then retrieve their associated operator ID.
You could use two query lines in format control to acheive this:
First, query the operator's cntact record to identify the manager contact.name
Second, use the manager in $file# (where # corresponds to the query line number) returnedfrom that query result to query contacts or operator to retrieve the operator.id of the manager.