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

Refer below screenshot of IF Condition

Palak Gupta · ‎06-30-2022

Let me know if you need help in locating what is mentioned in above screenshot.

Tim22 · ‎06-30-2022

Oh apologies it didn't save my reply!

I believe that is close! I could be wrong but I think that might be a request someone is making for a department?

My end goal is the department of the person who is making the request to go to a specific approver (I have the approver part completed).

Palak Gupta · ‎06-30-2022

Okay, did you include any "If activity" in your workflow? If yes then share the screenshot for the same.

Tim22 · ‎06-30-2022

I have a Switch activity that checks the category and assigns it out.

Right now the Category goes to the IF activity, IF Yes then goes to a single individual for approval, IF No, then close completes the ticket.

I've tested the approval part, that's working fine (and very simplistic).