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When someone is added as a Manager then add someone else

When a project is created or on an existing project when someone is added as a Manager (via being the PM, Owner, or directly) and is part of a specific User Group, then add that User Group's Manager to the project as a Manager as well.

Devlend Maul Answered

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Could you be a little more specific? A workflow on the manager object, user object, project object, using isMemeberOf, etc.?

Devlend Maul 0 votes
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It maybe be multiple configurations actually, and each user can be part of multiple user groups so the logic there would have to be thought out. Likely you would need a custom field on each User to store the appropriate User Group's Manager. The workflow rule would be built on Managers, which is a Link Object that exists between Users and Work Items (can be found in All Links >> Assigned >> Managers). When a new Manager is created, a Workflow Rule would grab the User Group Manager from the custom field and add them as well to the Work Item.

A lot of edge cases need to be considered as well such as permissions and what happens when you remove a Manager from a Work Item, I would definitely recommend working on someone from the PS team on the rule.

Josh Santos 0 votes
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