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Is "Supervisor" the same as "Reports to"?

Kristjan Geir Mathiesen

Hi once again.

Ok, easy one: I´m working in Process Author (see left side of picture) and want to set the criteria to 50m AND that "reports to" (field from the user profile) is a certain person.  Now, the field "reports to" isn´t in the drop down box. Only "current user," "supervisor," and "record owner." So, is "supervisor" in fact the same person as "reports to"?

And another one related: Is "record owner" the one who created the record?

I´m assuming that since there is a choice for "current user" in Process Author...

Thanks

KGM

P.s. my screen "handwriting" sucks...

  • 0 Sugar Employee Badge

    Kristjan,

    You are correct, Supervisor is the same as "Reports to".  The current user will be the user who triggered the Process Definition and the record owner is the user who is in the "Assigned To" field.

    Hope that helps,

    Lori

  • 0 in reply to Lori F

    Awesome Lori F - this is starting to make some sense

    Oh, thanks for clearing the "current user" - I thought that was the assigned user. Hmmm. So there is no choice for record creating user, I guess.

  • 0 Sugar Employee Badge in reply to Kristjan Geir Mathiesen

    Kristjan,

    You select the "Created By" user by using the Module Field Evaluation instead of User Evaluation.  Just go to Module Field Evaluation > Opportunities > Select "Created By" in the Field list. 

    Kind Regards,

    Lori

  • 0 Sugar Employee Badge in reply to Kristjan Geir Mathiesen

    Kristjan,

    I'd like to correct what I said earlier on the "Current User".  The Current User refers to the last process user who has been defined in the process definition. If no process user has been previously defined, the Current User will be the user who is in the Assigned To field of the targeted Sugar record.

    Kind Regards,

    Lori

  • 0 in reply to Lori F

    Thanks Lori F 

    But the The "record owner" is still the user who is in the "Assigned To" field - right?

    If that is the case (like the one you mention), then in some instances, the "record owner" and the "current user" can be the one and same person, i.e. the "assigned to" person.

    I think this is starting to sink in   Thanks again, KGM

  • 0 Sugar Employee Badge in reply to Kristjan Geir Mathiesen

    Correct.  Just let us know if you have any further questions!!

    Lori

  • 0 in reply to Lori F

    Just to reinforce what Lori F said, the User types in Process Author are documented under the "Static Assignment" options for Process Definitions:

    http://support.sugarcrm.com/Documentation/Sugar_Versions/7.6/Ent/Administration_Guide/Process_Author/Process_Definitions…

    • Current User : The Current User refers to the last process user who has been defined in the process definition. If no process user has been previously defined, the Current User will be the user who is in the Assigned To field of the targeted Sugar record.
    • Record Owner : The Record Owner is the user who is in the Assigned To field of the targeted Sugar record.
    • Supervisor : When selected, the supervisor of the user who is in the Assigned To field of the targeted Sugar record will be prompted to execute this process activity. This relationship must be configured in the "Reports to" field of the Users module.