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Branch on group membership


Michael Sharp
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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.

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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:

 

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Kind regards

Bob

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