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nimitdave
Saviynt Employee
Saviynt Employee

Question:

We do not have any clear documentation on workflow creation for individual users and group of users where approval request has to be sent to the individual line managers or group of managers. Could you please provide us the detailed steps to implement this logic.

Answer: Below documentation link will provide info on various components/blocks that can be used in the workflows. 

https://docs.saviyntcloud.com/bundle/EIC-Admin-v23x/page/Content/Chapter12-Workflows/Workflow-Compon...

Still to answer the specific asks:

1. To send approval to line manager, manager approval block can be leveraged. This block will assign the request item to the beneficiary manager. But if the requester is the beneficiaries manager then this block will be skipped and also email notification of this block will not be invoked.

2. To send approvals to a specific set of manager, you can use the custom assignment block. In a custom assignment block , a request item can be assigned to a particular user, usergroup, to a set of users satisfying condition for particular user properties and to set of users evaluated from a custom query.

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Last update:
‎03/16/2023 07:23 AM
Updated by:
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