get manager email and name of owning user from a workflow

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Posted on by Seansage

I have a workflow on a quote. This workflow needs both the owning user / full name as well as that owning user's managers email and full name.

Problem is, the related records section only shows "Owning User", where I can get the email and name. I need to drill down another level to get the Manager email and name from the User entity.

Thanks

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can easily workaround it. Do following:

1. Add a global action that has 1 input of EntityReference type pointing to SystemUser entity and 1 Output of EntityReference type pointing to SystemUser.

2. Inside "Workflow" part of action populate Output with Manager of "Input" systemuser.

3. Save and publish your action.

4. Inside your initial workflow before the place you need manager's email and full name add this exction you created on previous steps.

5. That's it - now you have full access to manager's details.

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