Views: 5644 (Data available since 06.02.2017)
This action permits you to automatically select an employee for their further use in the process.
Note: This action determines the absence of an employee according to the entries displayed on the page Absence chart.
- any – random selection of a regular employee;
- supervisor – selection of a supervisor for the indicated employee.
Note: The supervisor selection option is used only in the product Bitrix24 Self-hosted.
From users – indicates users or groups from which one employee will be selected.
For user – indicates the user for whom a supervisor will be selected.
Supervisor Level (the more the higher) – selects the level of a supervisor for the indicated user.
If no Supervisor is determined, send to – indicates the users who will be selected in case it is impossible to select from the main users indicated above. For example, if the group indicated in the field From users contains no employees, someone from among reserved users will be selected.
Escalate to higher level if absent – permits you to automatically omit absent employees, for example, if they are on vacation.
If it is impossible to select the main supervisor, for example, if they are on vacation, and the option Escalate to higher level if absent is equal to Yes, the action will automatically continue selecting a supervisor but of a higher level. If the top level supervisor is also unavailable, the selection will be effected from among the employees indicated in the field If no Supervisor is determined, send to.
If the option Escalate to higher level if absent is equal to No, the action will terminate and, notwithstanding the absence, a supervisor of the relevant level will be selected.
If all supervisors are unavailable or the employee has no supervisor, the action will return an empty value.
The results of this action can be obtained using the form Insert value - Additional results where they will be available immediately after adding the action to the template.
The following is available: