How to get auto the manager (approver) from the customer

Marco Augusto Santinho Gonçalves

Hello everybody,

I am trying to bring through the portal request automatically the responsible manager of the reporter, so I get that whenever the employee opens a call to approval jpa goes straight to his manager, I was able to do this in a fixed way, using fields hidden in the portal, but it does not answer because I will have customers from several sectors with several managers, grateful already

Angélica Luz

Hi Marco,

The best option, in this case, is to create a specific list of approvers and add only the manages. On the request type, you can change the name of the field Approvers to "Who is your manager?", for example, and set is as required. So the customer will have to select the correct manager that will be automatically the approver.
On the request types, you can add the field and change how the name will appear in the portal, so it will be easier for customers to understand:

To add a specific list of approvers you can follow the steps of the article below, it works for Cloud and Server:
- How to add a specific list of approvers

Please, give it a try and let us know how it goes.

Regards,
Angélica