DocTrix Platform for SharePoint 2013
- General information
- Organizational structure settings
- Departments
- Roles
- Employees
- Search for items in the organizational structure
- Export organizational structure
- Import Organizational structure
- Integration of organizational structure with external data sources
- Import organizational structure from external sources
- Platform: General Settings
- Platform: Workflow Settings
- Platform: Nintex Workflow Settings
- Platform: Managing Subordinate Lists
- Platform: Linked task list settings
- Platform: Linked discussion settings
- Platform: Field availability settings
- Platform: Dynamic field settings
- Platform: Forms Designer
- Platform: List Counters Settings
- Platform: Export to Word settings for item
- Platform: Export to Word settings for list
- Platform: Fields lookup settings
- Platform: Control of data uniqueness
- Platform: Back references
- Platform: Ribbon button settings
- Platform: Buttons settings
- Platform: Tabs settings
- Platform: Item linking settings
- Platform: Manage an access to List Views
- Platform: Setting Preview Options
- Platform: Column width settings
- Platform: Highlighting list items
- Platform: List view filter settings
- Platform: QR-codes and Watermarks printing settings
- Platform: Electronic signature settings
- Platform: Required fields settings
- Platform: Item task display settings
- Platform: Calculated parameters of condition editor
- Platform: Passing Values Management
- Platform: Item access management
Platform Retrieve Orgstructure Data
DocTrix Platform for SharePoint 2013 >
Nintex Workflow Administration > Additional Workflow Actions > Platform Retrieve Orgstructure Data
Platform Retrieve Orgstructure Data
The «Platform Retrieve Orgstructure Data» allows you to get information about an employee, department or role in the specified format.
Add the «Platform Retrieve Orgstructure Data» action in the workflow designer and go to its settings. In the form that opens, the following parameters are available:
- Retrieve Data. Allows you to specify which data of the organizational structure you need to get:
- For an employee.
- For department.
- For the role.
- Employee (the option is available if data acquisition is selected for the employee). Allows you to specify the employee’s account, information about which you need to get.
- Department (the option is available if data acquisition is selected for the department). Allows you to specify the account of the department, information about which you want to get.
- Role (the option is available if data acquisition is selected for the role). Allows you to specify a role account, information about which you want to get.
- Retrieve Data for the employee (if you selected to receive data for the employee).
Determines the type of information you need to get about an employee:: - Employee information;
- Primary department;
- Primary role;
- Manager role of the Primary department;
- List of employees in Manager role of the Primary department;
- Manager role of the primary role;
- List of employees in Manager role of the Primary role;
- Assistant role of the Primary role;
- List of employees in Assistant role of the Primary role;
- Delegate roles of the Primary role;
- List of employees in Delegate roles of the Primary role;
- List of parent departments of the Primary department.
- Retrieve Data for the department (if you selected data retrieval for the department). Determines the type of information you need to get about the department:
- Department Information;
- Parent department;
- Manager role;
- List of employees;
- List of parent departments;
- Child departments list.
- Retrieve Data for the role (if you selected to retrieve data for the role). Determines the type of information you need to get about the role:
- Role Information;
- Department;
- Manager role;
- Employees;
- Employees in Manager role;
- List of parent departments;
- Assistant role;
- Employees in Assistant role;
- Delegate roles;
- Employees in Delegate roles.
- Return Format (a set of formats is determined depending on the type of information selected). Determines the format in which you want to get information about an employee, department, or role:
- Display Name;
- Login Name;
- Person or group;
- ID;
- Lookup {ID};#{DisplayName};
- Registration ID;
- Department Code;
- Abbreviation;
- Department Title;
- Role Code;
- Role Title.