User's Manager in BPM

Question

We have a business process that requires the assigned user's manager to be assigned a task to carry out some required actions. We cannot see how this can be achieved within the Business Process Definition.

However, it is possible to construct an Email Template with the assigned user's manager in the email address fields. But it is not possible to insert a token for the assigned user's managers name in the body of the email template.

We noticed a similar problem with BPM Email Templates where you cannot specify a specific user, you must use a Team or Role.

Does anyone know how to address these questions or are they functionality limitations intended or otherwise ?

Sugar Enterprise 9.2 Sugar On Demand

Greg Barrass · Accepted Answer

Hi Greg , You should have a 'Supervisor' option when configuring the 'Assigned To' value of a record in SugarBPM. Setting this value should produce the desired result: As for the email template functionality, field variables are only available for the target module and secondary modules. The user's supervisor is considered a tertiary relationship (Primary module -> Assigned User -> User's Supervisor). You can workaround this limitation by creating a custom text field in the User's module and setting it to be calculated with the following formula: concat(related($reports_to_link,"first_name")," ",related($reports_to_link,"last_name")) Once that field is created, you now have an available field in the email templates at the secondary relationship level (e.g. {::assigned_user_link::reports_to_name_c::}). I hope this helps!