How to Insert a Manager's Details into a Notification

This guide explains how to display a manager's information, such as their full name or email address, in a message template.

By default, the [manager] attribute returns an internal object reference, not a human-readable value. To retrieve specific details like a name or email, you must use the [REFERENCE] function to look up the manager's user profile and return the desired attribute.

The [REFERENCE] Function

The [REFERENCE] function looks up an object (like a user, group, or department) and returns a specified attribute from that object.

The general syntax for the function is: [REFERENCE;<AttributeToReturn>;<LookupAttribute>;<ObjectType>;<SourceAttributeValue>]

• AttributeToReturn: The attribute you want to display (e.g., DisplayName, Email).

• LookupAttribute: The attribute used to find the object (e.g., UserId, EmployeeNumber).

• ObjectType: A number specifying the type of object to look up.

• SourceAttributeValue: The attribute containing the reference value (in this case, [manager]).

Configuration Examples

The specific LookupAttribute to use depends on the source HR system.

For Users from Visma

Users imported from Visma have a UserId that is used to look up the manager's profile.

• To get the manager's full name: [REFERENCE;DisplayName;UserId;1;[manager]]

• To get the manager's email address: [REFERENCE;Email;UserId;1;[manager]]

• To get the manager's mobile number: [REFERENCE;Mobile;UserId;1;[manager]]

For Users from Agresso (UBW)

For users imported from Agresso (Unit4 Business World), the manager reference is their EmployeeNumber.

• To get the manager's full name: [REFERENCE;DisplayName;EmployeeNumber;1;[manager]]

• To get the manager's email address: [REFERENCE;Email;EmployeeNumber;1;[manager]]

• To get the manager's mobile number: [REFERENCE;Mobile;EmployeeNumber;1;[manager]]

Procedure

Follow these steps to add the manager's details to a notification.

1. Navigate to and open the message template you wish to edit.

2. Insert the appropriate [REFERENCE] expression into the message body or subject line where you want the information to appear. The example below shows how to add the manager's name to a data table within the notification.

3. Optionally, you can create a clickable email link for the manager. To do this, use the

   mailto: prefix when inserting a link.

   • URL: mailto:[REFERENCE;Email;UserId;1;[manager]]

   • Text to display: [REFERENCE;DisplayName;UserId;1;[manager]]

This configuration will display the manager's full name as a clickable link that opens a new email addressed to them.