04-03-2018, 06:55 PM
So more I always end up with a conceptual question
I need to set up a group, in the concept of user in to this group
From what I see in coreBOS I have the idea of the assigned , it is the person OR the group proper said
Example
User 1, User 2 - are in the group Financial Users
If I set up a filter, custom view OR workflow for :
Assigned to User 1 - It works if the registry ( owner) is User 1
Assigned to User 2 - Works if the registry ( owner ) is User 2
Assigned to "Financial User" - works - if the register ( owner ) is the name of Group.
But I need is that Condition 3 - Group understands that it should be executed for members of the financial group (all), even when the record is associated with the user (not the group).
I need to set up a group, in the concept of user in to this group
From what I see in coreBOS I have the idea of the assigned , it is the person OR the group proper said
Example
User 1, User 2 - are in the group Financial Users
If I set up a filter, custom view OR workflow for :
Assigned to User 1 - It works if the registry ( owner) is User 1
Assigned to User 2 - Works if the registry ( owner ) is User 2
Assigned to "Financial User" - works - if the register ( owner ) is the name of Group.
But I need is that Condition 3 - Group understands that it should be executed for members of the financial group (all), even when the record is associated with the user (not the group).
Ranieri
eCRM Web
eCRM Web