SIlly Simple Question - Assigning a data type

jackedwards664 · 2024-12-23T20:23:25.105Z

Probably something very obvious , that I can’t see. Thanks in advance.

I created a back and forth message system. Most of it is working.

Here is my issue. I set up the data. “Sending user” - “Receiving user”.

Which is great and works, but what I need to do is add departments for people outside so instead of picking a user, they choose a dept. So I created a Dept (OS) which includes for example “Sales”, “Customer Service” etc.

Then added Depts (OS) to users and choose the people that should receive the messages. I.E. Bob, I added to the Sales in the Option Set.

So in testing I would send something to sales, but the messages would not appear in bobs new messages.

I can see them created in the data just like the other messages just receiving user is blank, so they are not showing up.

If I add bobs email in the database, the message shows up…

I am confused on what to do. How can I tie one dept to a bunch of users, I did add bob to the “sales” in the Dept (OS)

Thoughts??

J805 · 2024-12-23T21:47:10.580Z

Hey @jackedwards664

I am sure there are many ways to do this. One way I have seen is that instead of a ‘sending user’ and a ‘receiving user’. They would just do a list of users. Then when you try to send to a whole department you can do a search for all users that are in that department and add them to that list.

Does that make sense? Do you think that might work for your situation? Let me know.

jackedwards664 · 2024-12-23T22:26:59.580Z

Thank you for your response.

My issue with that is the clients (public) would also see the list of all the users.

Maybe better phrase it like this. I have zero issues with inside people seeing each others user names, emails. etc.

I just don’t want the clients/buyers seeing anything but “sales”, “Customer service,” and direct their enquiry directly.

I can make it work, if I made 2 message pages, but would really like to combine them into one.

Just trying to figure out how it would work.

J805 · 2024-12-23T22:31:57.153Z

Hmm. I guess I don’t see the issue because I can’t see your app. It is really deepening on how you are displaying it to your clients. Maybe just have a conditional that says when they choose a department only show them the department name instead of there people in the list?

jackedwards664 · 2024-12-24T14:32:18.829Z

Thanks again, Exactly. It has to be something simple Im skipping over. I am just failing to figure it.

This is how I have it right now set up.

I created an option set with Dept (OS) and made it a list of users. I put the lead “Crew” users individually into their respective departments.

Say Bob is in “Sales”

On the Message Input form:
The “Buyer” user I want to only see the Depts… - That works.
The “Crew” user can see the individual Users. - That works.

The “Crew” user fills out the input form it sends to the “Buyer” user - That works.

But when the “Buyer” chooses a Dept and clicks send - That no work.

I need Bob to be the “receiving” user.

I see it in the Data line as they choose “Sales” just the receiving user is blank and that’s why Bob isn’t seeing it on his side.

I need it to where when they choose “sales” Bob email is in the receiving user data box, so he gets it.

Or is there a different way?

Thansk again.

J805 · 2024-12-24T15:11:35.733Z

Hmm

Have you tried using the step by step to figure out why ‘bob’ is blank? Maybe it’s a privacy rule?

jackedwards664 · 2024-12-24T15:44:49.564Z

Thanks again.

It seems to me it has to be something that happens in the workflow.

When a “Buyer” chooses to send a message to the “Sales” Dept, then the User that is listed becomes the “receiving user.”

Something along those lines… Just cant see it.

J805 · 2024-12-24T16:28:32.299Z

Hmm So you can’t see what happens in the Step-by-Step debugger? What do you mean, you can’t see it.

system · 2025-03-03T20:24:14.756Z

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