I needed user be able to switch roles without admin access.
Use Case -
We have an end user changing jobs but for a 4 to 6 month (hopefully) period this user is working in both roles. They are a project manager and moving to a role as a manager of project managers. The manager can see all projects but a PM is limited to their projects only and this is due to the volume of projects that we have. It becomes a nightmare of data to look at if you are trying to focus on only a handful of projects, otherwise I would put them in new role. I wanted to have them toggle back and forth at their convenience without testing or admin rights.
Resolution -
I made a table with 2 fields, a checkbox and a rich text formula field for a dynamic button that would be labeled 'Change to PM Role' and 'Change to Management Role' and check or uncheck the box. I then made to webhooks that depending on the checkbox would change their role. I made a report with only the button and placed it on the management dashboard and on the PM dashboard for usage.
It works great and was simple to setup for me outside of one syntax issue that still makes no sense. Has anyone else had this type of scenario and how did you design a solution?
We have an end user changing jobs but for a 4 to 6 month (hopefully) period this user is working in both roles. They are a project manager and moving to a role as a manager of project managers. The manager can see all projects but a PM is limited to their projects only and this is due to the volume of projects that we have. It becomes a nightmare of data to look at if you are trying to focus on only a handful of projects, otherwise I would put them in new role. I wanted to have them toggle back and forth at their convenience without testing or admin rights.
Resolution -
I made a table with 2 fields, a checkbox and a rich text formula field for a dynamic button that would be labeled 'Change to PM Role' and 'Change to Management Role' and check or uncheck the box. I then made to webhooks that depending on the checkbox would change their role. I made a report with only the button and placed it on the management dashboard and on the PM dashboard for usage.
It works great and was simple to setup for me outside of one syntax issue that still makes no sense. Has anyone else had this type of scenario and how did you design a solution?
