Workflow 'IF' activity to check if value in one users field matches in another users field.

Liam Rhodes · ‎11-28-2023

Hi all,

I'm having an issue within my workflow. As you can see in my form below, the user is forced to select who the request is for (highlighted blue - value is on_behalf), and the potential approver for the request (highlighted green - value is select_partner).

In my workflow I want to workout if the selected partner needs to approve the request or not. This is done simply by checking if the requester's 'Salesforce Firm Association'..

.. is contained within the Partner's 'Key Individual of Partners' field. Both fields are on their sys_user records.

The script I have so far in the IF statement is failing but it is as below:

var salesforce_association = current.on_behalf.u_salesforce_firm_association.toString();

if(current.variables.select_partner.u_partnership_number.toString().indexOf(salesforce_association) > -1 ){

answer = 'yes';

}else{

answer = 'no';

}

Any advice on where I'm going wrong here would be greatly appreciated as the above script is patched together from a number of similar questions. Thank you!

Liam Rhodes · ‎11-28-2023

I managed to get it working - I was missing the answer = ifScript(); and then the function ifScript(){} part of the code. Works perfectly fine now.

answer = ifScript();

function ifScript(){
	if(current.variables.partners_p_code.toString().indexOf(current.variables.salesforce_fa.toString()) > -1){

		return 'yes';

	}else{

		return 'no';

	}
	
}

View solution in original post

Aman Kumar S · ‎11-28-2023

Hi @Liam Rhodes

Is your Salesforce firm association field on the catalog item, then in the first line shouldn't you go with

var salesforce_association = current.variables.behalf_of.......

Best Regards
Aman Kumar

Liam Rhodes · ‎11-28-2023

Thanks Aman - good spot. I've updated that now and rather than failing I'm getting a 'yes' answer even for results where it should definitely be a 'no'. Any ideas?

Muhammad Khan · ‎11-28-2023

Hi Liam,

I had a look on your previous question and seems like the name of your field is u_key_individual_of_partners instead of u_partnership_number.

You can try with correct field name like below.

var salesforce_association = current.on_behalf.u_salesforce_firm_association.toString();

if(current.variables.select_partner.u_key_individual_of_partners.toString().indexOf(salesforce_association) > -1 ){

answer = 'yes';

}else{

answer = 'no';

}

Hopefully, this will resolve your query.

Liam Rhodes · ‎11-28-2023

Apologies, I screenshot the wrong field on the user record. The u_partnership_number is the correct field I want to compare against.