Post

2 followers Follow
1
Avatar

WFR - Assign User to Team User Group

I have a WFR that I am trying to leverage to create a new WFR.  They are similar in that the action performed for both links a user object to a User Group object when a field value is updated. Difference the Department WFR leverages the API and SSO setup but, the new WFR will be a manual change, a user will update the Field that Triggers the new link to the user group.   

New WFR Goal:

If the Team value is changed from Null to a Value or if the Team changes from current team to a new team then:

  1. Assign the user to the new Team User group
  2. Remove user from Prior Team user group

I am at the point where the user is assigned to the user group but need the next step to remove the user from the previous user group.

Kimberly Coates Answered

Please sign in to leave a comment.

1 comment

0
Avatar

Hello Kimberly,

Is the workflow rule built on the User entity? 

Thank you,

Roland

Roland Pumputis 0 votes
Comment actions Permalink