Hey All!
I need a bit of help!
Is it possible to Make Changes to another account based on a data field?
Basically I have users that have a data field of (Company Name) which is added on the back end by our team this is fine. Two users will share an identical company name so we can find any user listed under that company.
However I have another field of a (Subscription Expiry) what i need to be able to do is when User 1 renews the subscription this date also updates to any other users listed under that company?
Ideally I would just like to add to my current renew workflow a section that “Make changes to another users field”
Can i change anything in privacy settings to make editing another users field possible.
As id like to just make it that is updates any users with the company name : Company X for example.
Thanks!
Yes, you can update all users who share the same Company Name when one user renews their subscription. Here’s how you can do it:
Solution: “Make Changes to a List of Things”
- In your renew workflow, after updating the current user’s
Subscription Expiry field, add another step:
- Action: “Make Changes to a List of Users”
- Type of things to change →
User
- Search for Users →
Do a Search for Users
- Constraint:
Company Name = Current User's Company Name
- Field to change →
Subscription Expiry
- New value →
Current User's Subscription Expiry
This will find all users with the same company name and update their expiration date.
Privacy Rule Considerations
To allow users to modify other users’ Subscription Expiry, check Privacy Rules:
- Make sure your app allows modifications to “Subscription Expiry” for users within the same company.
- You can create a rule like:
- When “Current User’s Company Name” is the same as “This User’s Company Name”, allow modification of “Subscription Expiry”.
- OR, if only admins can do this, allow it only for admin roles.
Backend Workflows
You can also setup a backend workflow to do this change after a user renew,
