Send user input task to a particular user based on hierarchy

Hello everyone,

I have a scenario where if someone logs a request for new employee the request should go through multiple approvals 

First: The first approval will be from the hierarchy manager

Second: From the HR team

Now my roadblock is how can I specifically send the request to only the hierarchy manager, since all the users are created in admin console- how can I set the hierarchy for each employe and send the request dynamically to only their managers and not the whole manager group?

Thanks and regards,

Aishwarya 

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  • 0
    Certified Lead Developer
    how can I set the hierarchy for each employe and send the request dynamically to only their managers and not the whole manager group?

    I second ' suggestion above, but my immediate follow-up question here is, how are you storing these individual relationships?  As Stefan noted, you'll need to track them somewhere in order for your system to procedurally trace from a user to their manager, etc.

    If each person is guaranteed to always have a distinctive (single) supervisor, you could use the "supervisor" field in a person's Appian profile; other systems might create a relational DB that defines the user hierarchy from a user to one-or-many supervisors (this would be more complex but would allow a lot more flexibility in certain ways).

    But you haven't specified what (if anything) you might already have set-up, which somewhat hinders our ability to provide meaningful answers to your question.

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  • 0
    Certified Lead Developer
    how can I set the hierarchy for each employe and send the request dynamically to only their managers and not the whole manager group?

    I second ' suggestion above, but my immediate follow-up question here is, how are you storing these individual relationships?  As Stefan noted, you'll need to track them somewhere in order for your system to procedurally trace from a user to their manager, etc.

    If each person is guaranteed to always have a distinctive (single) supervisor, you could use the "supervisor" field in a person's Appian profile; other systems might create a relational DB that defines the user hierarchy from a user to one-or-many supervisors (this would be more complex but would allow a lot more flexibility in certain ways).

    But you haven't specified what (if anything) you might already have set-up, which somewhat hinders our ability to provide meaningful answers to your question.

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