Hello,
I want to add multiple users in the ‘reports to’ field in employee doctype, but I don’t know how it will be possible…
Does anyone have an idea, I am also facing the same issue!
Any one having idea i have facing same issue how to resolved this?
In ERPNext, the Reports To field in the Employee Doctype is typically a Link field that allows only a single user (i.e., one manager or reporting authority). However, if you want to assign multiple users in the Reports To field, you have a few possible solutions:
Solution 1: Use a Child Table
- Customize Employee Doctype:
- Go to Customize Form in ERPNext.
- Select Employee Doctype.
- Add a Child Table field, e.g.,
Multiple Reports To.
- Create a New Doctype for Reporting Managers:
- Create a new Doctype called
Employee Reports To. - Add a
Linkfield (pointing toEmployee) for multiple managers.
- Link the Child Table:
- In Employee, add a new child table field that references
Employee Reports To.
- Use the New Field:
- Now, while adding an employee, you can assign multiple users in the Reports To section.
Solution 2: Use MultiSelect Field (Not Recommended)
Instead of a Link field, you can change Reports To into a MultiSelect field, but this isn’t ideal since ERPNext’s built-in reporting features expect a single manager.
Solution 3: Use Department Hierarchy
If you want multiple managers to oversee an employee, consider using Departments and assigning managers to departments.
Solution 4: Use a Custom Script
If you want to extend functionality dynamically, you can write a Custom Script to handle multiple reporting users, like triggering notifications or approvals based on multiple managers.
@KamalDeepPareek Is there any Code changes i was doing solution 1 but this is not work ? please help and reply.