Add Role
AutomatR.Zoho.Activities.AddRole
The "Add Role" activity in AutomatR is part of the Zoho CRM activities package, providing functionality to create a new role within the Zoho CRM system. This activity streamlines the process of managing roles, enhancing the efficiency of automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| Role Name | Specifies the name for the new role you are creating. String variables containing the role name. |
| Role ID | Specifies the role ID of the parent role under which you are creating the new role. String variables containing the role ID. |
| Description | Provides a description for the new role. String variables containing the role description. |
| Share With Peers | If checked, users with the current role can share records with other users. Boolean variables indicating whether to enable sharing with peers. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Add Role" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. For example, if the delay is 1000 milliseconds or 1 sec, set it to 1. |
| Output | |
| Result | Outputs the role ID of the newly created role. String variables containing the new role ID. |
How to use:
- Drag and drop the "Add Role" activity onto the workflow.
- Configure the properties by specifying the role name, role ID, description, and optional settings such as delay and sharing with peers.
- Execute the workflow to create a new role within the Zoho CRM system.
- The role ID of the newly created role is stored in the "Result" variable for further reference.
Example: Consider an example where the "Add Role" activity is used to create a new role named "Manager" under the parent role with the ID "12345" with a description and sharing with peers enabled:
Add Role:
Delay: 0
Role Name: "Manager"
Role ID: "12345"
Description: "Role for managerial tasks"
Share With Peers: true
Result: newRoleID
In this example, the activity creates a new role named "Manager" with the specified properties. The role ID of the newly created role is stored in the variable "newRoleID" for further use.