I have different user roles so I’m using different public forms to register them for the platform. Is there a way to use workflows or something else to update the record with the correct role based on the page they registered from?
What you can do is pass a hidden value in another field like a Single-option select for the form type or maybe the role type, and then use an “Only continue if” to update the user’s role from the workflow if it matches those conditions.
Would that work?
This could work. Now, when I’m setting up the trigger on the workflow, there seems to be a series of fields to go through for the conditional formatting. It’s a bit confusing to not be able to select the role name here as it seems to only be the ID that can be selected. Should the option be the trigger or the user?
The workflow should trigger when the user is created
The Options should be ‘Trigger > Role Value’ or something similar.
If you use ‘User’ it will be blank if you’re using a public form (it’s just confusing because you’re creating a user in the process)
Here’s what I’m getting when I use trigger. It doesn’t have the roles in the list of choices.
Anymore insights on this?
Any updates on this issue?
Hi @sheffier - I suggested using a different field than the role field to conditionally assign roles
And if you did want to check the existing role (which would be the default) you would first choose the Role > Id and then use a static Role record