Workflow

Feeldabuzz

Scinario - Simple Workflow filter

I have added an attribute to the Alert object (in sample CRM)- Target Workgroup.
I have also created an object - workgroups and created a link between a Staff member and allowed the staff member be a member of multiple workgroups.

I need to filter alerts to display alerts relative to the workgroups of the logged in user ???

aware_support2

This can be done by a query like this:

FIND Alert WHERE LoggedInSystemUser IN Alert.TargetWorkgroup.StaffMembers

Feeldabuzz

I have been playing about with different permitations of this but keep getting errors relating primitive attributes found in middle of complex attribute paths ???

aware_support2

You need to ensure the attributes are set up properly, specifically:

Workgroup is a separate object;
Attribute Alert.TargetWorkgroup is of type Workgroup, multiples not allowed;
Attribute Workgroup.StaffMembers is of type StaffMember, multiples allowed.

Then the query should work.