Dynamic handoff message with user attributes

Forum|Forum|2 years ago
May 22, 2024
2 replies
20 views

Hi Team,

We need a provision where we have to show the handoff messages to the user based on user attributes.

Ex- Today we are showing a standard/generic handoff message to the user. For M&A users, we wish to show a custom handoff message based on from which base company they came to the current company. These attributes are part of our user profile attributes in SNOW.

Also, let me know if there is any possibility today with the current version of the platform.

Moveworks Setup

dluckadoo

Employee

Hello @ashokmoorthy ,

This is functionally doable today, though perhaps not practical depending on how many different kinds of users you would need to support. The summarized version of this: you could configure different versions of handoff items and filter who get’s which handoff item using the pre-triggering rule, which leverage the ingested user attributes. This would allow you to have custom messaging per each user group, though I can imagine this would get unwieldy if there are many different user sets that would need their own handoff items.

Can you help me understand the use case? It’s fairly unusual for individual teams to have their own touch points for each domain, though it’s certainly something that happens from time to time. Is this a situation where (for example) you need to support many different IT teams that correspond to individual divisions/departments, or is there something else going on here?

Dray

dluckadoo

Employee

1. New→3. Existing Functionality/Native Skill

Dray

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