How would I configure 'workflow 'IF' user is part of department or group'

Tim22
Tera Contributor

I'm beating my head against the wall trying to figure this out so any/all help would be appreciated! 

I'm trying to figure out how to go about making an IF statement where an individual is creating a request, that it checks the requestor or caller's department or group before proceeding forward. 

e.g. If requestor's department is sales return 'yes'; otherwise return 'no';

I'm not a programmer, so if there's anyway to do this out of box please let me know! 

Thank you! 

1 ACCEPTED SOLUTION

Follow below steps

1. Go to If activity, in condition section.

2. Search for "Show related list" click on it and then in the same field search for "Requested For==> User Fields" click on that and then again search for Department in that same field.

3. Click on Department.

4. Click on drop down once again and you will see "Requested For.Department" option, select that and select the desired Department and Save

find_real_file.png

And You are done!!!

Let me know if you need any further assistance.

Please mark my answer correct and helpful if this resolves your issue.
Regards,
Palak

View solution in original post

22 REPLIES 22

(also per your other comment I totally do not know how you added the Request for.Department is functionality) 

okay, can you share the screenshot of the workflow so that I can provide you further

Follow below steps

1. Go to If activity, in condition section.

2. Search for "Show related list" click on it and then in the same field search for "Requested For==> User Fields" click on that and then again search for Department in that same field.

3. Click on Department.

4. Click on drop down once again and you will see "Requested For.Department" option, select that and select the desired Department and Save

find_real_file.png

And You are done!!!

Let me know if you need any further assistance.

Please mark my answer correct and helpful if this resolves your issue.
Regards,
Palak

I don't have that optionfind_real_file.png

Here's the workflow if it helps:find_real_file.png

Click on "Requested For==> User Fields" its in dropdown