Limit users in a "user" custom field based on current reporter

Sandra Axelsdottir

Hi, I have the following use case in JSM Cloud

1. I have 9000 customers
2. Everyone can request new hardware/software, but that needs approval from their manager.
3. I would like to automatically set the approver as the reporter's manager (but I can't figure that out without Insight, and that feature of Insight is not available on cloud)
4. So instead of #3, I thought I could have the customer select their manager from a select list, but in that case I need a clever way to limit the number of available users in the field. Any ideas?

One idea for #4 is to create a "managers" group, to filter only on managers and that is an easy config.

That still leads to a lot of people, so I would love to limit it even further. For example, only show managers that are in the same group as the reporter or something like that. BUT, I don't know what would be the best way to accomplish this. Again, any ideas?

Angélica Luz

Hello Sandra,

Thank you for reaching out to Atlassian Community!

When dealing with a large number of customers, the best option would be to add them to Organizations. Using this feature, they would be able to search only for managers in the Organization. 

Also, another option would be using different projects for different domains/organizations, so it would also restrict their search for approvers.

If there are few managers, there is a workaround where you can limit the number of users using a custom field.

•  How to add a specific list of approvers

Note that, the managers must be internal users (they don't need to have a license, but they must be migrated to Atlassian account, so you can add them in a group).

Hope this helps!

If you have any other questions regarding this matter, please let us know.

Regards,
Angélica