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.

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  • 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:

     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • 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:

     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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