userProfileLookup - gather information including organizational chart


Badge +3

Hi Everyone,

 

I have a form that I would like for users to fill out to request time off. I'd like the form to populate all of the following user information (available in AD):

 

First Name:

Last Name:

Email:

Department:

Manager/Direct Report:

Manager/Direct Report Email:

 

Once this information is populated, I would like my workflow to send a task to the manger/direct report requesting approval. Once approved/rejected I'd like to send an email to both the requestor and the Manager of the response.

 

Any suggestions on how this can be done?


2 replies

Badge +16

This should be no problem.  Add some calculated controls and in the expression builder use the userProfileLookup inline function passing in Common:CurrentUser and the attirbute names in AD for these values.

You should be able to populate the manager this way too.

You should be able to use this value inside your workflow to send for approval.

Badge +12

@mcamarco / @cassymfreeman ....when you use Calculated control and Current User you need to be very careful that you calculate the control in new mode and not during view or edit mode.

Reply