I could not find department field in Users Module. I am trying to create process definition for quotation approval. I used exclusive gateway for criteria. I want to set Users(Department is sales managment) in criteria.Please help me !!!
Anytime I have a requirement like this, I always use either the Team or the Role for the user to ensure I can get a reliable BPM trigger.
Hi Greg Barrass,
Thank you for your prompt response. I am quite new to sugar CRM. Could you help to explain how to trigger Teams for Role for a reliable BPM.
After re-reading your question, I realise that you are trying to set criteria in the gateway based on the Department field which is a Text Field and is controlled by the new security model implemented by SugarCRM. This field is not available in BPM as you have found. We encountered the same problem for a BPM we designed.
What we did to resolve this was to create a required drop down field called Employee Type (call it whatever suits) in the Users Module. Populate that field as needed. You will then find you can select the field you have created as the criteria for the assigned user.
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