Branch on group membership

[Michael Sharp]

I've created a VIP list in Hornbill as a General group in Organisation and want to be able to conduct the following:

• Branch BPMs based on customer membership
• Configure dashboard tiles to filter requests where users are in this group
• Configure reports to filter requests where users are in this group

Seems very straightforward as a concept but struggling to grasp how this can be done?

Regards,

Mike.

[Michael Sharp]

The reporting and dashboard tiles I can get around provided I can use the BPM to inject into custom fields - its the BPM that's the most important for me at this stage

[Bob Dickinson]

Hi @Michael Sharp

Right now we don't have the ability to make a decision on a "General" group. I'm not sure why, I'll ask internally. 

But if you were to create the VIP group as a Company, Division, Department or Cost Center - you can achieve this by using a "Get Request Details --> Customer Details" node, followed by a decision that is searching for the group name = "VIP" - as per the following screenshots:

 

 

 

 

 

Kind regards

Bob

[Michael Sharp]

Worked a treat thank you @Bob Dickinson although a minor annoyance I had to transfer my 81 users manually! :-)  

Will use a custom field injection for my reports and dashboards thanks.

Mike.