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Good Afternoon,

Here's what we are trying to accomplish. In our current new user form we have fields for a technician to select company and job title.

An example would be that Company A has the following Job Titles: Sales User, Service User

Whereas Company B has the following: Admin User, Technical User

I have currently configured both the Company and Job Title Property's in my property pattern to have only the specified values I provide, however I'd like to know if when a user selects company A, can they then only have access to that companies job titles. If so how would one implement that?

I appreciate any response as thus far support has been excellent!

Regards,

by (680 points)

1 Answer

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by (215k points)
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Hello,

Thank you for your good words, we really appreciate it.

Currently, this is not possible, but we have such a request in our product backlog. As a workaround until such functionality is available, you can create Business Rules that would not allow creating or updating a user if a user's Job Title doesn't match the Company.

To create such Business Rules:

  1. Create a new Business Rule.

  2. On the 2nd step of the Create Business Rule wizard, select:

    • User and Before Creating a User - for a Business Rule that will cancel creation of new users with mismatching departments,
    • User and Before Updating a User - for a Business Rule that will cancel modification of a user if a mismatching department and/or company was assigned.
  3. On the 3rd step, add the Cancel this operation action. If necessary, you can also specify a reason for canceling.

  4. Now, you need to add conditions when the action must be canceled. Right-click the action that you've just added and click Add Condition.

  5. Select the If <property> <relation> <value> condition type.

  6. Specify Job Title equals Sales User.

  7. Click OK.

  8. Right-click the action that you've added and click Add Condition again.

  9. Select the If <property> <relation> <value> condition type.

  10. Specify Company does not equal Company A.

  11. Click OK.

  12. Click the Add action to a new set link.

  13. Repeat steps 3-12 for as many Job Titles as you have. You'll get something like this:

  14. Finish creation of the Business Rule.

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