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Static Dev
Approval process not to apply based on opp owner role
Hi,
I have this question how to restrict approval process not to apply based on opp owner(user) role for only specific roles of opp owner.
Owner.UserRole.Name = "User role name" can this formula used to do that
Please let me know. Thanks in advance.
I have this question how to restrict approval process not to apply based on opp owner(user) role for only specific roles of opp owner.
Owner.UserRole.Name = "User role name" can this formula used to do that
Please let me know. Thanks in advance.
I don't think this would work, UserRole is a global variable, and would only give you current-logged-in user's role.
Alternatively, you can think about creating a field on your object, populate it with role of owner (maybe use a trigger), and then use that field in your approval process.
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