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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.

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#3823 - Additional assigned users and workflows

Open General Question created by diegoandsu Verified Purchase a year ago

Hi, I want to add/remove uses from the additional assigned users field using a workflow when a certain condition is met. For example 1. If Case status = stuck and last modified date I want to set the assigned to = Supervisoruser and add the currently assigned to user to the additional assigned users field

OR

  1. If case is assigned to someone in a particular security group then remove anyone else in the same group from the additional assigned users.

When I go to create the workflow there seems to be no way to select the additional assigned users in the contidtion or action sections.

Diego

  1. diegoandsu member avatar

    diegoandsu Verified Purchase

    a year ago

    NOTE. I meant "last modified date is more than 5 hours ago"

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    Hi Diego,

    That is correct. Currently workflows do not support additional assigned users. This would have to instead be done via code in a logic hook. I will follow up here when workflows are supported.

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