Set the Workflow Field Value Based on the Role of the Current User via a Workflow

Workflows have the capability to capture the details of a user who is currently logged in and update the value of a compatible field. This allows for a seemingly dynamic process. A common example is using the workflow to capture the user’s role while logged in for their approval process.

1. Navigate to Customization > Workflow > Workflows
2. Desired Workflow: Click Edit
3. Click on the State where you want the workflow field to be created
4. State tab: Click Fields
5. Bottom right corner: Click New State Field
6. Workflow State Field:
   • Label: Enter Test Workflow Field
   • ID: Enter _tstwffield
   • Type: Select List/Record
   • List/Record: Select Role
   • Store Value: Enter Checkmark
   • Click Validation & Defaulting tab
   • Dynamic Default: Select Current User
   • Click Save
7. State tab: Click Actions
8. Bottom right corner: Click New Action
9. Click Set Field Value
10. Basic Information:
    • Trigger On: Select Entry
11. Parameters:
    • Field: Select Test Workflow Field 
      Note: Select here the Workflow State Field you created
    • Value:
      • From Field:
        • Record (Join Field): Select Current Record
        • Field: Select User Role
12. Click Save