Changing Books via workflow

Hi,
I am new to CRM On Demand and have been given the task of sorting a data visibilty issue. When a user creates an opportunity they might want to identify this as sensitive and hide it from the all view. People work in either teams or individually, if a user belongs in a team then the global book is removed and a team book is added using workflow (the users default book is specified in their profile). If the user works alone then the workflow should remove the global book and add their personal book.
I have a work flow that add's and removes the global book when a 'Private' tick box is checked / unchecked, but have the issue of setting the book in the opportunity based on the default book set in the users profile. The workflow action 'books' section only allows for removal, edit, add but for a pre spesified fixed book. I have thousands of users and hundreds of teams so I want to avoid creating a workflow per person.
Can this be done with a work flow or is there a better way? such as a web service.
Regards

You can customize the standard Workflow to suit your custom needs.
As far as using a different workflow is concerned many Applications have ways wherein you can use other workflows. The other option is to find the occurrences of the references of the workflow createPRocess and startprocess and make sure your custom workflow is invoked therein.

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Hi,
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Edited by: A Basheer on Feb 17, 2009 11:33 AM
Edited by: A Basheer on Feb 17, 2009 11:34 AM
Edited by: A Basheer on Feb 17, 2009 11:38 AM

Hi did you ever get an answer? If not check Re: PR Rejection Dialog
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