A workflow post function that allows you to copy children with selected parent to a user multi-select custom field.
How to add “Copy Users with Same Parent“ post function to a transition:
To select the workflow you want to edit, first go to the "Workflows" option under the "Issues" tab.
Navigate to the "Diagram" section.
Click on the transition to which you want to add a post function.
Click on the "Post Functions" option.
Click "Add post function"
Select "(OrgChart) Copy Users with Same Parent" from the list of post functions.
After configuring the desired settings for "Copy Users with Same Parent" click on the "Add" button.
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After configuring your settings, don't forget to publish the draft workflow by selecting "Publish Draft" to ensure that your configurations take effect. Otherwise, the changes you made will not be applied, and the workflow will remain in draft mode. |
Configuration Details
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Which hierarchy should be considered in the operations?
To clarify, you need to determine whether the configurations you are making here are within the project hierarchies or within the global hierarchy found in the organizational chart app. Each project has its own hierarchy, and you need to decide which one you want to work with. To view the contents of the hierarchies, simply click on the hierarchy names. For detailed information about project hierarchies or the global hierarchy, click here.
With whom the children need to have the same parent?
You have three options to select a user here. By choosing one of these options, you can determine which user will be selected:
User Triggering the Transition: This option allows you to select the user who triggers the transition you are editing. You can select the user from the chosen hierarchy and retrieve their parent.
Parent of the User Triggering the Transition: With this option, you can select the parent of the user who triggers the transition. It will select the parent's children option from the selected hierarchy. To be more specific, you will be selecting the user's parent who triggers the transition and then selecting their parent’s children in the hierarchy.
User from Selected Field: When you click on this option, another field will appear that you need to select. Through the selected user field, you can select a user from the hierarchy and retrieve their parent’s children.
Field to Copy
The selected fields can be either text fields or user select fields. If you choose a text field, you can retrieve the user's display name or account ID and populate the field with that information.