Populating User Fields for workflow
I am trying to populate a work flow for my company based on two fields that will be filled out. Once the previous department completes their work i will have two fields populated. Product Line and Typ...
Forum Discussion
Tim,
Is logic in the relationship between the Product Line, Type and the Stages? Does Product Line A always set the user for Stage 1 and Stage 2 while the Type sets Stage 3 and Stage 4? If not then your formula can explode into a unmanageable length.
If you have 2 Products and 2 Types that is four possible combinations.
With four stages you now have 16 different formulas to set the User.
If you have 10 products, it is gigantic.
If you can drive it through the related tables like this:
Every time you add a Product or a Type, you specify the correct User for the Stage.
If someone leaves or you expand the number of people, you only have to edit the Product Line or Type table to get the workflows updated.
Better yet you build the forms and dashboards so that the Managers that own the Product Line and Type can maintain their data, and you will not have to edit the formulas because of an HR change.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------
Is logic in the relationship between the Product Line, Type and the Stages? Does Product Line A always set the user for Stage 1 and Stage 2 while the Type sets Stage 3 and Stage 4? If not then your formula can explode into a unmanageable length.
If you have 2 Products and 2 Types that is four possible combinations.
With four stages you now have 16 different formulas to set the User.
If you have 10 products, it is gigantic.
If you can drive it through the related tables like this:
Every time you add a Product or a Type, you specify the correct User for the Stage.
If someone leaves or you expand the number of people, you only have to edit the Product Line or Type table to get the workflows updated.
Better yet you build the forms and dashboards so that the Managers that own the Product Line and Type can maintain their data, and you will not have to edit the formulas because of an HR change.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------