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Check project membership

The "Check project membership" robot tells a Bitrix24 (Alaio) business process whether an employee belongs to the workgroup or project with the given ID. It returns an Is a member Y/N flag, the employee role (owner, moderator, member) and a Group found Y/N flag. Built for conditions: one check, three output fields.

The standard Bitrix24 (Alaio) business process designer cannot check an employee's membership in a project. The robot does exactly one check: the input is the employee (an Employee field or an ID) and the group or project ID, the output is an Is a member Y/N flag, the role as a string (owner, moderator, member; empty when not a member) and a Group found Y/N flag. Employees invited but not yet accepted count as non-members. Group found = N means no group with this ID exists or it is not accessible to the process starter; Is a member is then N too. Typical scenarios: before creating a task in a project, make sure the assignee is a member and add them on N; allow a process action only to the project owner or a moderator; during offboarding, check whether the employee still owns projects. Cheaper than the "Get employee projects" robot when the project is already known. Requires the "Workgroups" (sonet) permission.

What input parameters does the robot accept?

Parameter Type Required? Default
Employee user yes
Group / project ID int yes

What does the robot return?

Parameter Type
Is a member (Y/N) string
Role: owner / moderator / member string
Group found (Y/N) string

What errors can the robot return?

The robot writes these messages to the business process log when it cannot complete a step. The text tells you what to fix in the settings or the data.

  • Error: employee is not set
  • Error: group / project ID is not set
  • Error accessing the group (check the ID and the "Workgroups" permission)

Scenario: a task in a project

  1. The process creates a task for the assignee in the project from a deal field
  2. The robot checks whether the assignee is a member of that project
  3. When Is a member = N the process first notifies the project owner to add the employee

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