[GusGus]

I'm working on customizing the requisition approval workflow that I installed from a bundle. I need to add another category of approver on the employee record under the human resources tab other than purchase approver. I need a final approver and I need to choose from users that have a certain role. Is it possible to create a custom dropdown list that sources the employee id and name of users of a specific role? Will this require a script or can I just set this up with the UI?
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[pcutler]

Easily doable – on the custom field, set the type to list/record employee. Then on the custom field's sourcing and filtering tab, set the "filter using" column to role and select the desired role in the "value is" column.

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GusGus replied on 10/20/2017, 07:59 AM: I thought it was that easy, too, but nothing is showing up in the drop down when I do it that way.

[pcutler]

Sorry, I tried it and you're right – the value for "Role" always seems to be empty when the filtering is happening. If I check "Is Empty," then all employees show up in the drop-down. So I guess that won't work…

Maybe you could add another flag to the employees with this role that you can filter by?

Or the other option would be a before load user event script that sets the drop-down options dynamically.

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GusGus replied on 10/20/2017, 09:30 AM: Yeah, I was thinking the script but it would be easier to use a flag and might be more efficient for the users, too. Thanks for the suggestions. I just wanted to make sure I wasn’t missing something.

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