In an effort to control how department, location, etc. information looks in reports and in other places I'm creating a custom picklist field on the User object and a selection there will automatically fill in the standard field.
What I want is when an admin sets or updates a user's role on the back end, it automatically kickstarts a process where it triggers certain picklist options on custom files that fill in standard fields. I want the role to constantly control what those other fields say, so even if someone tries to update something in their personal settings it will revert back based on the role assigned.
However, I can't find a way to make the role name or role ID be what fills in the picklist options. I've tried Role ID equals the 15 digit ID, I've tried developer name equals role name. I'm providing a screenshot of the way it's set up now.
I feel like I'm missing something very obvious on how to use role to make this happen and any help would be appreciated. Thank you!
Tabitha
3 risposte
Hello Sakshi,
Thanks for the answer!
The problem is that I need it to trigger when the role is changed to something specific. Branch Location 1 Employee, for example, needs to be the new role to trigger the Action for picklist value of Branch Location 1 as department.
But if the role is changed to Branch Location 2 Employee, I want the Action that triggers from that to be to update the picklist to Branch Location 2 as department.
The Action works great if I use a different Criteria to make sure it's working.
After thinking about it further, I think the easiest way to make it work might be to create a text formula custom field that copies what's in the user role field and use the custom field as the criteria to trigger actions. I'm going to go try that.
Tabitha
