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When creating a workflow condition, we can only select specific users. Can there be a way that it can be created for users based on a condition (e.g. a task will be assigned to a user if they are the sales rep for that customer)?
When creating a workflow condition, we can only select specific users. Can there be a way that it can be created for users based on a condition (e.g. a task will be assigned to a user if they are the sales rep for that customer)?
Hi Hayden,
You can assign the reps to a particular role. Then assign the workflow query to the role.
In the workflow query you can then condition the Customer.Sales Rep = _CurrentUser.Options.SalesRep. to show just theirs.
Hope that helps,
14/12/2022 at 11:28 am