Thread Details
  • State Not Answered
  • +1 person also asked this people also asked this
  • Replies 14 replies
  • Subscribers 368 subscribers
  • Views 3024 views
  • Users 0 members are here
Forum Actions

Setting New Opportunity Revenue Line Item Assigned To and Teams

Vince Outlaw

When creating a new Opportunity (Opp), the Revenue Line Item (RLI) is also created at the same time. Currently, the RLI Assigned To and Teams are set to the values of the person creating the records, but we would like the RLI Assigned To and Teams to be equal to the Opportunity Assigned To and Teams. We'd only like this on initial RLI Creation because we'd like to have the ability to change it and make it different, if needed, later. 

I was thinking of a SugarBPM process initiated on a new RLI Record Creation, but I can't seem to find the right way to set the RLI Assigned To and Teams fields to the values in the Opportunity. 

Maybe there's an entirely different way to do this, but we are new at Sugar and haven't done much in the customization way other than some SugarLogic formulas for fields and very rudimentary SugarBPM processes. 

Thanks for any help!

Parents
  • 0 Sugar Employee Badge

    Hi Vince, 

    A SugarBPM process cannot set a user/team based upon a related record. Teams can only be set explicitly (i.e. set Team A), whereas Assigned To does have a bit more flexibility (by looking at created/modified users etc), but it won't meet your use case.

    As it currently stands, a very simple logic hook could do this, but before I suggest that, can I please confirm:

    • Users who are not running the opp (i.e. not assigned to), will be responsible for adding RLIs to a previously created opp
    • Users find value in looking at RLIs which are assigned to them
    • You're using Teams security to prevent access to records

    Are all those assumptions correct?

    Regards,

    Adam

  • 0 in reply to Adam Frank

    Yes, all of those assumptions are correct. In many cases a new Opportunity / RLI is being setup by an Inside Sales or Front Desk person, assigning an outside rep and that reps team to the Opportunity, which should also go to the RLI. 

Reply
  • 0 in reply to Adam Frank

    Yes, all of those assumptions are correct. In many cases a new Opportunity / RLI is being setup by an Inside Sales or Front Desk person, assigning an outside rep and that reps team to the Opportunity, which should also go to the RLI. 

Children
No Data