Currently when a request is created in Xurrent by AutomMate, the requested_by and Requested_for fields are set to ‘AutomMate’ See below screenshot of the output from the create request.
I need to be able to set the requested_by and requested_for fields to users in the system so that the approval which is initiiated when the request is created, is routed to the correct person. Is this possible?
Hi Trevor,
The fields are set to “AutomMate” because you are using a Personal Access Token as the authentication type, and the token you are using belongs to the AutomMate user in your Xurrent environment. Since the request is created through this token, Xurrent automatically sets the requested_by and requested_for fields to that user.
Currently, those fields are not being edited in your action configuration, but it is possible to modify them. Let me explain how you can do this.
When you add the Create Request action to Autom Mate and focus on it in the Data Manager, you will see a “Request ID” input field under the Input Fields tab.
In Autom Mate, we provide optional fields under the Input Fields tab whenever an action supports additional parameters. These allow users to extend the action by adding extra fields if needed.
To use this feature with Xurrent, you need to enter a previously created Request ID into this field and click the Connect button.
Once you click Connect, Autom Mate retrieves the available fields from Xurrent that can be used in this action and presents them as selectable options. When you select a field, it will appear at the bottom of the configuration form on the right side under the Input Fields section.
From there, you can configure these fields and use them within your action as needed.
I hope this helps! If you have any questions or need further clarification, I’d be happy to assist.
Thank you, I made the needed changes and tested. All works well
I am glad to hear that!
