Cannot assign a Group User through workflow

The documentation for 6.5 says: Examples of uses for a Group User would be to assign all new leads to a group user named "Sales".

However, in Version 7.x the documentation no longer mentions this use. It is still possible to manually assign a record to "Sales" but not through Workflow. Group users do not appear in the dropdown list for Assigned User in Workflow.

Is this one of the features that was dropped in Version 7 or just a bug?

Thanks
Gail Darling
W-Systems Corp.

Parents

0 Partner Support over 6 years ago

I know this is a few years old, but I think this is still a missing feature even in the new Advanced Workflow?
Any confirmation either way appreciated.
0 Patrick McQueen over 6 years ago in reply to Partner Support

Hi Partner Support,
In Enterprise Winter '19 (8.3.0), I just performed the following and it worked as expected to assign the record to a group user:
1. Create a group user named 'Groupie'
2. Create a Process Definition targeting Accounts:
Start Event: applies to all updates, no criteria
Action: Change Field -> Assigned to: Groupie
End Event: do nothing
3. Edit and save an Account record.
Result: The Account was reassigned to the group user, Groupie, as expected.
I hope this helps!

Reply

0 Patrick McQueen over 6 years ago in reply to Partner Support

Hi Partner Support,
In Enterprise Winter '19 (8.3.0), I just performed the following and it worked as expected to assign the record to a group user:
1. Create a group user named 'Groupie'
2. Create a Process Definition targeting Accounts:
Start Event: applies to all updates, no criteria
Action: Change Field -> Assigned to: Groupie
End Event: do nothing
3. Edit and save an Account record.
Result: The Account was reassigned to the group user, Groupie, as expected.
I hope this helps!

Children

0 Vincent Amari over 6 years ago in reply to Patrick McQueen

Any idea why it fails if you choose the Action : Assign User instead?

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CRM Business Consultant