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

Tim22 · ‎06-30-2022

Alternatively, if I click on 'Requested for => User Fields the related dropdown only displays " --oper--"

Palak Gupta · ‎06-30-2022

After clicking on "Requested For==> User Fields" then again type department in that same field.

Tim22 · ‎06-30-2022

Palak, my friend, I've only known you for four hours but you're now my personal hero.

This worked exactly as it needed to.

Seriously, thank you so much for your help and effort!

Palak Gupta · ‎06-30-2022

It's good to see that I was able to help you. 🙂

Tim22 · ‎06-30-2022

To clarify, I know the Core Activity would be IF, the issue is that I cannot figure out how to complete the rest of the request, which is having it look up the department of the individual and then assigning it a value of Yes or No.

I've been Googling for a couple of days and troubleshooting out of the box functionality but no dice so far.