How to set a field equal to another field in SugarBPM

I'm trying to set up a SugarBPM process that will be integrated with a Customer Journey. The first task in the Customer Journey calls for assigning an Engineer to an Opportunity. The several subsequent tasks have to be assigned to the Engineer above. I'm trying to automate this, so that when the first task is completed and an Engineer is assigned to an Opportunity, the Engineer will be automatically set as the Assigned-To user of subsequent tasks. In order to do this, I'd need to set the Assigned-To user of a Task equal to the Assigned Engineer of a related Opportunity. But I don't see an option in SugarBPM to set a field equal to the value of a different field. Is there really no way to do this in BPM, or am I missing something? If this is impossible in BPM, then I'll have to set up a custom logic hook.

0 André Lopes over 5 years ago
If you create a Process Definition on Opportunity and properly setup the conditions to trigger such Process so you are able to mass copy the Engineer assigned to Opportunity and paste it to all records from module related to that Opportunity. That works on SugarCRM ENT 9.x:

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Regards
André Lopes
Lampada Global

Skype: andre.lampada
0 Yury Voloshin over 5 years ago in reply to André Lopes

Thank you Andre. I realized there is an additional difficulty with what I'm trying to do. The "Assigned Engineer" field in Opportunity is a Relate field, and as such it is not available among the starting event triggering criteria. Do you know of any way to use a Relate field as a trigger to start a process?
0 Patrick McQueen over 5 years ago in reply to André Lopes

Hi Yury Voloshin,
Is this response on a different post helpful at all?
0 Yury Voloshin over 5 years ago in reply to Patrick McQueen

Thank you Patrick! This is exactly what I was looking for.
0 Chris Raffle over 3 years ago

Hi Yury Voloshin,

Patrick's solution still works great if you are not hosted in SugarCloud and can access your database directly. If you are on SugarCloud or prefer not to make direct database edits, our new offering, Upsert BPM Essentials , introduces a new custom action to set the assigned user of a record dynamically based on any user field from the target or related module - all from the SugarBPM UI! You choose the module and associated user field (stock user fields, custom relationships, and custom relate fields are all supported), and you have the added benefit of choosing whether to define who to assign as a backup in the event that user is unavailable.

Please let me know if you have any questions on how Upsert BPM Essentials can help meet this need!

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year