Check for User business unit assigned and team business unit

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Posted on by Tejaswini Tambe

if user has already assigned business unit then, how to validate that user is been assigned to Team with same business unit

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LuHao 40,892 on at

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Hi Tejaswini,

We can add the column "business unit" to the team subgrid of the user form.

Open the User form, click the Form Editor button.

Double-click the TEAMS sub-grid to edit its properties.

Click Edit to edit the view.

We can see that the Business Unit is already in the view. Save and close.

In the form editor, save and then publish.

Go back to User form, we can check the business unit of the user's teams through the Team subgrid.

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Tejaswini Tambe 45 on at

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ok this is after we assign user to a team, what if we want to check on assigning, like trigger workflow on assigning to team for a user. is trigger possible when user is being added to team to valid Business Unit

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LuHao 40,892 on at

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Hi Tejaswini,

We can use Flow to detect the business units of team and user when team is assigned to the user, but in what way do you want to reflect the result?

Do you need to send an email to remind the user that his own business unit is different from the one of his team, or use a field to represent this result?

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Tejaswini Tambe 45 on at

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Hi Lu Hao,

Yes want to send notification if user business unit and assigned teams business unit is different.

Thanks,

Tejaswini

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Tejaswini Tambe 45 on at

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i want to set business unit of user based on teams business unit, what could be best possible way

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LuHao 40,892 on at

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Hi Tejaswini,

It is theoretically possible to use Flow. We need to create Flow by triggering the creation of the N: N relationship entity "teammembership" between User and Team.

However, after testing, Flow did not recognize the creation and update of the "teammembership" entity. So this Flow cannot work from the beginning.

Therefore, this may be a limitation of Flow.

In short, the solution I can think of does not work.

Let us see if other experts have any ideas.

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