Hello, trying to add this condition for my JE Appr...
# general
a
Hello, trying to add this condition for my JE Approval workflow, (no creator is able to approve and that if Accounting Manager creates only CFO or admin can approve), and I am able to add created by is not current user, and the OR user role=CFO OR user role=admin, but I cannot seem to figure out the created by user role accounting manager. Can someone help with this condition?
m
You would need to create a custom field called “created by role” and set that field using your WF with a set field value action (but only on create event)
You can set it to User role or current role
Then it will be stored on the record for use in other conditions/ actions
(Can be a workflow field as well if you don’t exit the WF throughout the process)
a
when i created the workflow field "created by role", i selected Type: list/record and list/record to be role. Then i went to set the field value, but was only able to select from the list of roles, not one that states current role just as i would with current user. Any advice on this?
m
Do you only need to track the 1 role? (accounting manager)
a
I need to know the role of the user who created it, so that if the accounting manager role created it, then the approve button will only show up to CFO or Admin
m
If so you could hard code the selection to Accounting Manager then use a condition of User Role = Accounting Manager
Or make it a checkbox.
the checkbox is called "Created by Accounting Manager"
then you check the box = TRUE if condition "User Role" is Accounting Manager
a
thanks!