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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!

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  • 0

    As Adam said it is not possible to configure that via Sugar BPM, instead you may create a Dependency SetValue in order to populate team_id, team_set_id and assigned_user_id on RLI as per respective values on Opportunity. Under a Dependency you can even choose to trigger such action only on creating a RLI, that means, when its ID is empty.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Sounds promising. Is there some documentation on how to develop and deploy a Dependency SetValue? Sort of sounds like SugarLogic, but I'm still learning here. Thanks for the help!

  • 0 in reply to Vince Outlaw

    Find official documentation. Unfortunately you can not set those fields via regular sugarLogic formulas once it is not possible to load fields team_id and team_set_id through formula builder in Studio, so the unique easy way to do that is by settting a Dependency SetValue.

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0 in reply to Vince Outlaw

    Find official documentation. Unfortunately you can not set those fields via regular sugarLogic formulas once it is not possible to load fields team_id and team_set_id through formula builder in Studio, so the unique easy way to do that is by settting a Dependency SetValue.

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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