Connect a related record via Workflow

I don't have Workflow (BPM) because I'm on Professional but I can give you a non-Workflow solution.

I assume you are using the Emails module to receive the email and create the record in Module A.

That means you probably have a relationship between Emails and ModuleA.

When an Email comes in the Email record is Related to ModuleA.

In ModuleA you can add an after_relationship_add logic_hook
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Architecture/Logic_Hooks/Module_Hooks/after_relationship_add/

Check if the relationship you just added is between Emails and ModuleA, if so then retrieve the information you need from ModuleA to determine which ModuleB to relate, and add the relationship between ModuleA and ModuleB programmatically. (I know there's a developer manual page somewhere about this but I can't seem to find it - let me know if you need an example)

FrancescaS

I don't have Workflow (BPM) because I'm on Professional but I can give you a non-Workflow solution.

I assume you are using the Emails module to receive the email and create the record in Module A.

That means you probably have a relationship between Emails and ModuleA.

When an Email comes in the Email record is Related to ModuleA.

In ModuleA you can add an after_relationship_add logic_hook
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Architecture/Logic_Hooks/Module_Hooks/after_relationship_add/

Check if the relationship you just added is between Emails and ModuleA, if so then retrieve the information you need from ModuleA to determine which ModuleB to relate, and add the relationship between ModuleA and ModuleB programmatically. (I know there's a developer manual page somewhere about this but I can't seem to find it - let me know if you need an example)

FrancescaS

Hi Francesca,

thanks for the reply.

I'm working on Sugar Prof 8.0

And your answer was a bit in a different direction.

To explain it a bit more.

You can create relations between records (Module A and Module B)

So in a record in Module A you can search in the Field "Relation to Module B" for the Name of a record in Module B and connect them.

But i'd like to have a possibility to automatically connect the record from Module B to the record in Module A via an advanced workflow or something like that.

Maybe more understandable?

Best,
L.