Skip to main content
New Idea

Subsequent Stakeholder Dropdown Conditions

Related products:Freshservice
  • November 22, 2022
  • 1 reply
  • 39 views

Forum|alt.badge.img+5

In the onboarding module a dropdown is created in the initial form for every subsequent stakeholder you create. This dropdown field only has two options, use FS users as a source and Custom Text Field.

 

 

The issue with the “Use FS Users as Source” is that it pulls from all users in our fresh service tenant. including external users that are created when they email a support channel. This is very much a compliance issue as someone filling out an onboarding form could inadvertently select the wrong reporting manager with the same name but with an external email address, sending sensitive potential employee data to an external source. Having an option to filter users of a specific domain name would alleviate this issue. 

1 reply

mbackwater42
Top Contributor ⭐
Forum|alt.badge.img+8
  • Top Contributor ⭐
  • July 23, 2024

It would also be nice to be able to select an alternate “reporting manager” so that notifications of pending requests can go to multiple parties. We’ve already had more than one instance where someone was OOO and missed an approval, delaying the onboarding process significantly.