Problem with triggering BPM process

I have a relate field in Opportunities called Assigned Engineer that's related to the Users module. In the database, this field is saved as opportunities_cstm.user_id_c. I'm trying to set up a SugarBPM process that will be triggered when a user with a role of "Engineer" will be saved in the Assigned Engineer field. The problem is that relate fields are not available among the starting event triggering criteria. To solve this, I created a start event with a criteria "record owner has the role of Engineer". Then, I manually converted the record owner to Assigned Engineer by following Patrick McQueen's reply to this post. Specifically, I found the record corresponding to the start event of this process in the pmse_bpm_event_definition table and changed the evn_criteria field from

[{"expType":"USER_ROLE","expLabel":"Record Owner has role of Solution Architect","expValue":"481782a6-37d1-11ea-b3d4-0800270fcb6c","expOperator":"equals","expField":"owner"}]

to

[{"expType":"USER_ROLE","expLabel":"Assigned Engineer has role of Engineer","expValue":"481782a6-37d1-11ea-b3d4-0800270fcb6c","expOperator":"equals","expField":"{::Opportunities::user_id_c::}"}]

This does not trigger the process. (When I save an Assigned Engineer, the process does not appear in Process Management.) I tried entering the relate field as "expField":"{::user_id_c::}" or "expField":"user_id_c", all with no effect. I'm guessing the problem is that this JSON does not specify which module the relate field is related to. The post referenced above shows the syntax for specifying a relate field in the pmse_bpm_activity_definition table. But how can I do the same thing in the pmse_bpm_event_definition table?

Parents
  • Hi Yury Voloshin,

    My answer to the other post was specific to the stock Assigned to relationship.

    If the field is saved as opportunities_cstm.user_id_c, that sounds like a custom Relate-type field, not a relationship.

    This document discussed the difference.

    I am right now building out the test scenario you described above to use a custom relate-type field to find out what I learn from that, hoping to help you with this different scenario.

    I will follow up shortly.

Reply
  • Hi Yury Voloshin,

    My answer to the other post was specific to the stock Assigned to relationship.

    If the field is saved as opportunities_cstm.user_id_c, that sounds like a custom Relate-type field, not a relationship.

    This document discussed the difference.

    I am right now building out the test scenario you described above to use a custom relate-type field to find out what I learn from that, hoping to help you with this different scenario.

    I will follow up shortly.

Children
No Data