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Reporti need to assign record based on position dynamically in workflow without any hard code or any lookup in record.
please help me
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i need to assign record based on position dynamically in workflow without any hard code or any lookup in record.
please help me
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No i am not asking that you are getting my question wrong @Vikas Saxena. what i am asking is i need to get all the users in these two business unit to my custom fields in contact form by the workflow or java script it is possible.
lookups cannot hold records from other entities. So contact lookup cannot show records from user entity.
I am having one child business unit and one parent business unit inside these business unit there are 4 users
Business unit A (parent)-> Business unit B(child). I need to get all the users in these business unit to my contact lookup field is it possible in java script or any other way. please guide me thanks in advance
Run a workflow on approval of the record. Add assign workflow step, you can assign the record to the manager of the user. There can be two cases:
1. If the user is the owner of the record: select Owning User(User) in look for then select the manager
2. If the user is not the owner of the record: then you need to select modified by(User) in the look for and select manager.
I am new to CRM can you please explain it clearly
Well, there is a lookup of manager on user form. You can assign the record by accessing the user record in workflow.
i am having manager and user in one business unit if user approves the record it automatically assign that record to that business unit manager position person. My trigger point is field change.
What is the trigger point? You cannot loop through multiple records using system workflow. Can you please explain a bit more so that we can try to help you out?
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