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

Do you want to achieve something like this?

Tim22 · ‎06-30-2022

CLOSE!

I think that is making a request for a department (unless I'm totally wrong, which might be the case), our end goal is to find out who is making the request, and what department they belong to so that we can send it to the appropriate person for approval.

I have the approval process down so I won't need that bit.

I appreciate your assistance!

Palak Gupta · ‎06-30-2022

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