Views: 7340 (Data available since 06.02.2017)
This action permits you to automatically select an employee for their further use in the process.
Action Parameters
Type:
- any – random selection of a regular employee;
- supervisor –
selection of a supervisor
Option to select a supervisor is available only in «Bitrix24 Self-hosted» editions.
for the indicated employee.
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
The action determines if an employee is absent based on entries, shown at the Absence chart page.
omit absent employees, for example, if they are on vacation.
Skip user with closed workday - allows to automatically skip employees who clocked-out.
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Missing employee/supervisor example
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When it is impossible to select the main supervisor (for example, when such supervisor is on a 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.
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Action Results
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:
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