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Customer experience | Sales, Customer Insights,...
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Create a hybrid field that displays either the Owning Business Unit (User) or Owning Business Unit (Team) on an Entity?

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Posted on by 1,589

Is there a way to create a hybrid field that displays either the Owning Business Unit (User) or Owning Business Unit (Team) on an Entity? 

If the record is owned by a team, I want to display the owning team's business unit in a view. 

Likewise if the record is owned by a user, I want to display the owning user's business unit in a view.

I know I can add two columns to my view Owning Business Unit (User) and Owning Business Unit (Team). 

However, this creates problems.

I want a single column in all views of all entities that simply says Owning Business Unit and the BU will be there regardless of if the record is owned by a User or a Team. 

The records will always be changing business units and I need to ensure we don't add any extra processes to the platform that would constantly update the record with a new business unit. I simply want to display the current BU in a SINGLE COLUMN in every view for every record as opposed adding TWO columns to each view where one will be blank and. the other will contain data. 

Is there a way to do that without creating a custom field name Business Unit and writing a workflow or custom plugin that determines the BU and inserts it into that field?

  • ACECORP Profile Picture
    1,589 on at
    RE: Create a hybrid field that displays either the Owning Business Unit (User) or Owning Business Unit (Team) on an Entity?

    That will work for us as listed. Thank you!

  • Verified answer
    LuHao Profile Picture
    40,886 on at
    RE: Create a hybrid field that displays either the Owning Business Unit (User) or Owning Business Unit (Team) on an Entity?

    Hi Jim,

    Each entity has a field "Owning Business Unit" that show the record owner's Business Unit, however it is not searchable, which means it cannot be added on the view.

    pastedimage1595560220453v1.png

    So, we have to create a lookup field of Business Unit entity, and use workflow to copy the value of "Owning Business Unit" field to the new field. Finally add the new field to the view.

    In this solution, we don't need to judge whether the Owner is a user or a team, we just need to copy the value.

    pastedimage1595560704270v2.png

    pastedimage1595560729443v3.png

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