Adding a company to a user at the time of creating the company

[robin.wyatt]

Hi folks,

Can anyone tell me why Step 2 might not work here?

I am trying to add the company just created in Step 1 to the ‘Company’ field under data type ‘User’. Whenever I run the workflow, the new company is created, all the fields listed under Step 1 populate, but then my attempt to make changes to the current user in Step 2 fail and the Company field remains empty.

Is there a better way of doing this? I am trying to avoid the user having to then go to his or her own profile page and then add the company there after having created, which would be too cumbersome for most people.

Thanks in advance!

[mikeloc]

Hi there, @robin.wyatt… I believe the issue is that you are trying to set the company to the Current Page Company, but the page has no “knowledge” of the company you created in step 1. If you change step 2 to Company = Result of step 1 (Create a new Company), you should get the desired result. Oh, and I don’t think you need the condition on step 2 because if I am seeing things correctly, the condition will always be true because you are adding the current user to the company’s Admin field in step 1.

Hope this helps.

Best…
Mike

[robin.wyatt]

Hi Mike,

Thanks for your reply. Do you mean like this?

I should have mentioned that this was one of the things I tried, but unfortunately it didn’t work. (Point taken about the condition in Step 2, that makes total sense so I’ve removed it. Thanks!)

Warm wishes,

Robin

[mikeloc]

Yes, that is what I meant, although, something looks weird to me. I don’t understand why it shows Result of step 1 (Make changes to C...) instead of Result of step 1 (Create a new Com...). Why does it think you are making changes to something in step 1 as opposed to creating a new thing? Are you sure that’s a screenshot from the same workflow you showed in your initial post?

[robin.wyatt]

Ah, thank you! I completely forgotten that I’d created two workflows, with one being for companies with already-published pages (I need ‘Makes changed to…’ for t that), the other with nothing on the site yet (which requires ‘Create a new…’). I was testing with the wrong workflow.

Now it works properly, thanks @mikeloc!