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Sara Monksfield (RSC) 님이 #Data Management에 질문했습니다
I've created a custom button that creates an opportunity from a case.  It assigns the opportunity to the current user (and works absolutely fine) but I need to assign the opportunity to a sales person, based on multiple criteria (such as Region / Country ).

 

I've started by breaking it down, trying to assign the opportunity owner to one of two users, based on 'region = EMEAI'.  It creates the opportunity but still assigns it to me.

 

This is the original flow that works fine:

 

Flow - Assign opportunity owner based on Region

 

This is the new flow, with a decision element added:

 

User-added image

 

The new elements:

 

User-added image

 

These are the two assign elements:

 

User-added image

 

This is the opportunity create element with owner ID

 

User-added image

 

The account definitely has the Region set at EMEAI and the opportunity is created fine, except it always assigns to me.  Can anyone see why?

 

Many thanks.

 

 
답변 10개
  1. 2017년 6월 6일 오후 2:47
    Can I see the Lookup to Account? I want to double check to see the assignment of varRegion.
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