I have formula filed
Region which is calculated from
user role. This field being formula field is dynamic and is changed every time owner of the Opportunity changes his role in a org. Since its a historic data for closed opportunities we would like to lock this region field(Yes Dynamic field and cannot be locked). So we decided to put Text field
RegionVisible. Thinking to copy value of
I have tried Process builder to set the values of
RegionVisible when ever the user role changes (
[Opportunity].Owner.UserRole.Name ISCHANGED TRUE). The problem with this is that when the opportunity owner is changed the
RegionVisible gets the right value from
Region but not when opportunity owner (User role) is modified.
I have tried some form of flow looping through all the opportunities the user owns and updating
RegionVisible field every time user role changes but at this point I could not find the exact Field in user, where all the user roles are placed as picklist like seen in User details ( User Edit page) so could not trigger the flow correctly (may be). So I am still hanging with the problem.
I really need a understanding of User roles but before that I need to get over this issue in hand.
Recourses looked into: Assign Users to Role 1) Edit user and update the role ---> This should suffice my need, but how do trigger my flow or process builder if do not know what exactly gets changed in user object.
Some help on this simple looking task though not simple for me ): would be highly appreciated.
Update: I was not able to see UserRole Object in our org. Is this something you have noticed ?