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A new knowledge base article has been published on our support portal.

Scenario Overview

In this business scenario the company determines which Team you are in based on the Business Unit you are in.

Whenever a User is moved to a new Business Unit, they have to be added to their Team automatically. 

Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Save – Perform Action is created on the User entity
  • When the Business Unit changes, the formula is triggered
  • The formula removes the User from all current Teams except for their Business Unit
  • It will then add the User to a Team depending on what Business Unit they are now in

View this article in full on our support portal