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Using a default Resource Manager in resource request workflow

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Question
Can we assign a default resource manager for the Assign Resource Manager step in the resource request workflow?
The purpose is to assign a resource manager automatically, and allow users skip this workflow step.

 

 

Answer
A custom stored procedure is required to achieve this.

If a single resource needs to be designated as the default Resource Manager (RM) for all resource requests, this resource needs to be assigned as the RM for all workgroups. After that this resource can be assigned as the RM in the resource request workflow, using a logic execution step, for all resource requests.

If different RMs are required for different workgroups then the custom code will need to determine if a specific resource is requested or not. If a resource name is specified in the request, then the workgroup of this resource can be used as the workgroup of the resource request. If a specific resource is not requested then the staffing workgroup of the resource request can be used as the workgroup of the resource request. Once the workgroup of the resource request is determined, the RM of this workgroup can be assigned to the related request.