Ideas for SalesPad Desktop

Workflow rule based on security group

I want the documents to do different things based on which security group created the document.

  • Guest
  • Feb 8 2016
  • Already exists
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  • Admin
    Jacob Pegg commented
    February 08, 2016 19:47

    This could be done with a custom workflow rule.  Probably the easiest way to handle it would be to get the last entry in the audit table for that document which would be from the user that saved/released the document into the workflow, then check their security group.  You would have to create rules for each security group that you wanted to handle differently.

  • Guest commented
    February 09, 2016 17:27

    Figured this out.