Getting additional details of the requestor's manager
In some cases, there may be a need to find the details of the requestor’s manager such as department, title, or location. In such a case, you can leverage the data you have in your existing Azure AD, Workday, or other data sources. Please review the guide Finding managers of users and setting them as approvers automatically as a first step and get familiar with the automation steps.
Similarly, it is possible to leverage Jira Automation capabilities for the use case.
Instructions
Install Azure AD Importer for JSM Assets from the marketplace.
Watch the demo.
Configure and import your organizational data (i.e. Users and Managers)
Set the scheduling for automated replication.
Create an automation rule for your project or projects depending on your use case.
Automation Component | Configuration | Explanation |
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Select the trigger for Issue created. | ||
Add a control step and filter the request types or issue types that you would like to run the rule. For example: Request Access Badge, Request admin access, Request system access and software …. | ||
| Search for the requestor’s manager’s record (aka object) in the database (namely Assets object schema). Select the Azure AD object schema. Add the AQL (Assets Query Language) to find the user which maches the email address of the requestor and also finds the manager’s record.
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| Use the following smart values to update an issue field. Manager's Title: |
We recommend using the “Log Action” component between the steps above to see if you have mapped the fields properly and the data is flowing as expected. This will save time while you are troubleshooting your rule.
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