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

Tim22 · ‎06-30-2022

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!

Palak Gupta · ‎06-30-2022

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

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

Palak Gupta · ‎06-30-2022

Hi there!

You can use "If" activity in workflow to do this.

Regards,

Palak

Tim22 · ‎06-30-2022

I know it would be the 'IF' workflow activity, however I cannot seem to figure out how to complete this functionality without having to include custom code, and being fully transparent, I'm not a programmer so I'm having issues trying to figure out how to write said code as well.

Palak Gupta · ‎06-30-2022

No issues Tim, will guide you on this.

Do you know about dot walking?

Tim22 · ‎06-30-2022

A little bit. It's easier for me to read and understand versus me writing it out in code (if that makes sense).