Dynamically Select Users in Anaplan Workflow

Abhishek586

How can we implement dynamic approver selection in the workflow, given the following scenario?

A manager may oversee multiple regions, and each manager has their own manager’s manager who is responsible for approving changes. When a manager initiates a workflow to edit a region, the approval request should be routed to their respective manager’s manager.

For example:

1. Manager 1 (M1) oversees regions R1, R2, and R3, and reports to Manager’s Manager 1 (MM1), who approves any changes.
2. Manager 2 (M2) oversees regions R4 and R5, and reports to Manager’s Manager 2 (MM2).

If M1 edits region R1 and starts the workflow, MM1 should be notified for approval. Similarly, if M2 edits region R5 and starts the workflow at the same time, MM2 should be notified.

What is the best approach to dynamically select and notify the appropriate approver based on the manager and region involved?

Dikshant

Workflow notification works on a module with user dimension, and a users list formatted line item. Where every this line item is populated, notification will be triggered to that user, once you start the workflow. So, you can write a logic, to populte the user list formatted line item, once user checks the checkbox, and store a mapping b/w Users & Region. So that once those users will be notified who belongs to that region.