by eggsurplus

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

Cancel at any time!
Free Trial

#1879 - Worfklwos for Additional Users field

In Progress Feature created by it7 5 years ago

Hello there,

I want to create workflow if a lead is assigned under user "X" to add values in additional user(s) filed "X1" and "X2" but I can't find additional users filed in Workflows.

In leads/accounts panel i can see the field additional assigned user(s) (leads on creation screenshot attached)

Please advise if is possible to add values in additional user(s) filed via Workflow module.

Thank you

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    This currently isn't possible, but I will be looking into this the upcoming week to see what it would take.

    This is a great idea.

    Cheers, Jason

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Making progress on the ability to set an Additional Assigned User as part of a workflow action. I have reservations on how challenging it may get on the save aspect when executing the workflow, but so far it seems possible. I will report back here on Monday.

  3. RedPiranha member avatar

    RedPiranha Verified Purchase

    3 years ago

    Hi Jason,

    Is this issue fixed now?

    Thank you

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "Thank you so much. Highly recommend the module to work in teams."

    Read More Reviews