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

Kristjan Geir Mathiesen over 8 years ago

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...

Parents

0 Lori F over 8 years ago

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
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Kristjan Geir Mathiesen over 8 years ago 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.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Lori F over 8 years ago 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
Cancel
Vote Up 0 Vote Down

Sign in to reply

Reject Answer

Cancel
0 Kristjan Geir Mathiesen over 8 years ago 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
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Lori F over 8 years ago in reply to Kristjan Geir Mathiesen

Correct. Just let us know if you have any further questions!!
Lori
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Lori F over 8 years ago in reply to Kristjan Geir Mathiesen

Correct. Just let us know if you have any further questions!!
Lori
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data