How to add specific team for cases module when create a new record
Ex: I have created a X team. and i want to add this team when a user create a new record in cases module ( This team should add only for cases module )
How to add specific team for cases module when create a new record
Ex: I have created a X team. and i want to add this team when a user create a new record in cases module ( This team should add only for cases module )
Hello Ash,
I'm waiting for the day that we'll be able to use Team as condition in the Process Manager :-) We don't have any custom code in our on-demand installation and have no desire for it.
I've addressed the need to be able to assign a Team by adding a Territory Code (drop-down) to some Modules, and using that in a process that changes the Team for records. It's a little cumbersome, but it works until the day we can use the Team field in the process manager.
I'll attach a screen shot of one of them to show how ugly my process looks :-) This example assigns the Team when a record is created by someone that isn't in the sales role (the sales rep's default team doesn't need to be changed).
Best Wishes.
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Hello Ash,
I'm waiting for the day that we'll be able to use Team as condition in the Process Manager :-) We don't have any custom code in our on-demand installation and have no desire for it.
I've addressed the need to be able to assign a Team by adding a Territory Code (drop-down) to some Modules, and using that in a process that changes the Team for records. It's a little cumbersome, but it works until the day we can use the Team field in the process manager.
I'll attach a screen shot of one of them to show how ugly my process looks :-) This example assigns the Team when a record is created by someone that isn't in the sales role (the sales rep's default team doesn't need to be changed).
Best Wishes.
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)