Dynamic User Manager

About this task

The Dynamic User Manager feature allows you to designate a selected user's manager as the approver within an app workflow. Select the user from a User List widget in the project, and the manager(s) corresponding to their IdP's hierarchical level receive the workflow approval request in their inbox.
Restriction: SOTI Snap supports SOTI Identity LOCAL, LDAP, and Microsoft EntraID directories.
Important: For Manager data to be synced from your IDP to SOTI Snap, Map the LDAP's manager property in the Map Additional User Attributes section. This explicit mapping is not required for EntraID and Local DB. Additionally, while configuring LDAP, set the user attribute as Manager DN.
Warning: Maintain the manager attribute mapping on the IDP with the same character case used in LDAP. Also, make sure that this mapping is correct as it is not possible to edit it later.

Procedure

  1. From the left toolbar, select Project > Workflow.
  2. Select the User Approval activity.
  3. From the Properties tab, select the Settings icon Gear icon, then the Dynamic User Manager Dynamic User Manager icon to choose from a list of user managers automatically. The Dynamic User Manager window appears.
  4. Select the User List(s) from the available User Lists in the app project.
  5. Select the appropriate managerial hierarchy level(s) for the User List, then select Add.
    Note: The configured IdP's hierarchy determines the approver based on the chosen managerial level in Assign Manager for the selected User List.

Results

The selected user's managerial hierarchy level appears as %Level1UserlistwidgetnameManager% and/ or %Level2UserlistwidgetnameManager% in the list of approvers.
Important: If the selected managers are not in the IdP, the user approval process proceeds based on the advanced permissions settings.