Workflow Issue - Multistep email into database

Need help
1

Thanks in advance for any advice. Probably another simple fix I cant see.

Workflow issue

I have a user Type called “Agent”
I have a user type called “Dealer” That is a list of dealers for the agent.
I have a “Dealer Type Category” That is a list of categories, such as roofing, flooring etc.

So when the dealer that deals in roofing looks at stuff, he can only see his category.

All that works fine.

But when I go to create a new thing, I need the dealers email added to the products data.

Say create a new “roofing product”

I have
Agent = current user
Dealer =??? << This is where i’m stuck. Nothing I seem to add works, I just need to input this agants “roofing dealer” email or in this case the dealer that is assigned roofing.

I can go in and add the dealers email manually in the data, then everything on the other side works. But cannot figure out how to automate it.

Did I skip a step in the set up process?

Thanks again for any tips.

2

Hi @jackedwards664 , how are you?

How you would want to set this up is…

You have users (this can be dealer or agent)
Within each user you have a “userType” = dealer or agent

This way, when you want to assign a dealer, they are an actual user and the email and all their details will be carried across.

If you dont know how to set this up, I am happy to take you through a coaching session and show you :slight_smile:

3

Thank you for the offer. Maybe my question wasn’t clear. I apologize.

Agent, Dealer is a user type, etc

I then have an option set that has “dealer category” types such as roofer and flooring.

I have assigned the agent to the dealer and then the dealer to the roofing category.

When I try to create a new thing, “add a new item”, in the workflow, I need to have it input that agents, dealer that is the roofing category email.

4

Oh I think I understand now.

So you have a agent with a list of dealers but you dont have a way to pull the agents details from the dealer, is that right?

If so, you would just need to put a field witnin the dealers called parentAgent or something along those lines, then connect the agent to the dealer within a workflow. Then you should be able to pull the agent details.

I hope I have understood that right.

5

Thank you for helping. I do have them as you described. all Users.

My issue is, on the agents page, on a form to input new items…

I cannot seem to figure out when they press submit,

How to now, link to his user dealers (entering their email simply) that are in that agents products specific category.

In the workflow,

I have on the create a new roofing item.

Agent = Current User
Client = Parent groups client
Dealer = << Nothing I seem to add, works, except for dealer, first item. which then displays the agents first dealer and not the roofing dealers email.

That’s my issue.

6

Might be easier if you do a little loom or recording for me, is that possible?

Or we could jump in a googlemeets?

7

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