Conditional Forms Based On Creator's Group
I have a task at hand were we are asked to build a new ODA with 2 forms (Form "A" & Form "B"). If a user is to create a new record for this ODA, based on what group they belong to by default the form type needs to be selected.
For instance, if the user from Governance team clicks on the "New Record" button, by default the value for Form Type is set to FORM "A", and if a user from the Compliance team clicks on the "New Record" button, by default the value for Form Type is set to FORM "B". Is there a way we can achieve this? I know we can use the Set Value List action type for this, but this can be done on a per-user basis making it hard for us to keep the rule up to date by constantly adding and removing users. Can this be done at the group level instead of the user level? Or is there any alternate better implementation for this?
Please advise, Thanks!
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Ilya has the answer I would use, but I would also note that if Form A and Form B are really distinct, it may be worth considering distinct ODAs.
If the subsequent workflow and owners and such are the same regardless of whether they started with A or B, sharing the app could make sense.
I don't know if a calculated values list would work for you using the GETGROUPS function. You could also look at using advanced workflow and create two paths for each of the group and you could assign permissions to each button that would then display a different layout for each group.
Lastly you could look into using a custom object utilizing the REST APIs to find the users group and set the values list accordingly.