Trying to create a workflow condition saying that ...
# generalj
Jackie Yang
10/03/2023, 9:38 PMTrying to create a workflow condition saying that if the period is not locked, and either the user is a cs agent level 2 (on the employee record of the user) OR thye are an admin/supply chain manager, etc. The user role condition is working properly but the user cs agent level is not working. Any tips?
m
MGBC
10/03/2023, 9:41 PMI would not try to use 2 negative conditions with an OR...that is very tricky.
(Ie. A is NOT B OR C is NOT D). It never works as expcted
MGBC
10/03/2023, 9:41 PMCan you change the User C2 Agent Level condition to be an IS or ANY OF condition
MGBC
10/03/2023, 9:42 PMLike User C2 Agent Level IS "T2"?
j
Jackie Yang
10/03/2023, 9:43 PM@MGBC Bit of a problem. A cs agent is given the role of HN Support Partner. The record needs to be locked if the user role is HN Support Partner UNLESS the cs agent level field on their employee record is level 2
m
MGBC
10/03/2023, 9:43 PMWhat are the other values for CS Agent Level?
j
Jackie Yang
10/03/2023, 9:44 PMT1
m
MGBC
10/03/2023, 9:44 PMCan you make the condition say CS Agent Level any of T1?
MGBC
10/03/2023, 9:44 PMinstead of none of T2
j
Jackie Yang
10/03/2023, 9:47 PMdidn't work. seems like an issue with the user role none of condition
m
MGBC
10/03/2023, 9:47 PMyou could also make a saved search that displays the records you want to be locked correctly
MGBC
10/03/2023, 9:48 PMthen use the Saved Search as your condition instead of the condition builder
MGBC
10/03/2023, 9:50 PMThe other option is to use a formula builder and provide a string of case statements, like this:
CASE WHEN periodlocked = "F" THEN 1 WHEN CS Agent Level = "T2" THEN 1 WHEN User Role IN('Administrator', 'Celigo eTail SmartConnectors') AND Softeon Record Created = "T" THEN 1 ELSE 0 END. greater than 0
MGBC
10/03/2023, 9:51 PMString together your conditions and give them all a resulting value of 1 or 0 depending on your use case. Then the overall resulting value is compared to a 0 or 1 to know when to trigger the Lock action
MGBC
10/03/2023, 9:51 PMBut I feel the saved search is easier/cleaner to manage