I am pretty new to CRM and I am having some trouble getting my head around a few things. So I am hoping someone can give me some thoughts about how best to approach my issue.
I created an entity that is just a list of users. The users come over from the legacy system and contains a list of users that have a special permission to be able approve new contacts that are added to the system. So I created an enity called approvers. That entity just has a field for anem, user, and territory. This says that the given user is an approver for the given territory. It's seem a bit of an odd approach, but I don't see another way to approach this.
So what we have setup is that the standard users are allowed to create leads but they cannot qualify them and create contacts. So I created a workflow to set the lead status reason to "awating approval". But I need the workflow to prompt the user for a list of just their approvers. The short of it is that we have offices in just about every major city. In each office we have say two dozen users. But we only have a couple of users that are allowed to approve/create contacts. So I created a dialog that prompts the user with a list of approvers assigned to their territory. Once they select the approver, then the creates an email and sends it to the approver to qualify the lead and create the contact. Pretty simple really.
My issue is that I can create the approver entity but in the dialog I cannot see how to query the approver entity where the approver's terriroty matches the current user's territory. I also cannot get the email "Send To:" field to select the selected approver's user field, and the the user's email address. It doesn't look like I can reach through the approver entity to it's user field, then through the user field to it's email address.
In the end, I am not sure if the approver entity is the correct approach and I am not sure about having a user field on the approver entity is a good idea. But I wanted to connect the user entity to the approver entity. Also, I created a seperate entity as opposed to adding a couple of fields to the user entity, as I could just have added a checkbox that marks them as an approver. However, since this is integrating with a legacy application, it seems easier to just maintain a seperate list of users that have approver permissions.
Any thoughts?
How can I create an approver entity with a user field and territory, then in a dialog prompt for a list of approvers entitites where the current user's territory matches the approvers territory, then once they select the approver entity, from within an email send, select the selected approver entity's user field and it's email address? I cannot seem to reach through the approver entity to the user entity and pull the email address for the TO field on my email.
I don't know about this approach. I think I would perfer to just write code instead of building all of these workflows and dialogs.
Jon Gregory Rothlander