Roll-up RLI Product Category Values to Opportunity Multiselect

We would like a field on our Opportunity record that reflects all of the Product Category values on related Revenue Line Items. For instance, for an Opportunity with 2 Revenue Line Items, if a "WP" Product Category was on 1 Revenue Line Item and "EC" was on the second Revenue Line Item, we would have a field on the Opportunity that reflects both "WP" and "EC" so that we can filter and report on "Opportunities with Product Category "WP", for instance.

We like the idea of the "RollUp" SugarLogic formulas, but there isn't anything like this for these fields, so we were thinking maybe a SugarBPM process could do this for New Opportunities and whenever the RLI Product Category field was changed.

Thanks...VO

0 Enrico Simonetti over 5 years ago in reply to Vince Outlaw
Another option that we have available for "advanced Sugar automation" could be the use of Sugar Integrate.

It is still a tool geared towards developers, but some advantages that come to mind would be:

it acts asynchronously, without slowing down the user experience of the person interacting with the system

it uses the api instead of direct code, and therefore it would follow the API contract which should not change with upgrades

it can be changed from outside the system, instead of through direct php code installed in the system
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

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0 Enrico Simonetti over 5 years ago in reply to Vincent Amari
There is a working example of user configurable custom php that can be executed from SugarBPMs.

Currently this example does not play nice with Sugar Cloud given that it can dynamically call methods which are not allowed on our policy, but with some refactoring it should get you there.

I know that one of my colleagues was attempting to make it Sugar Cloud compatible but I have not followed up on that yet.

The example (taken as-is) is on my github repo: https://github.com/esimonetti/SugarAdvancedWorkflowCustomPHPMethods

Cheers
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

API Integration and Automation Services

Sugar Architecture

Sugar Performance Optimisation

Sugar Consulting, Best Practices and Technical Training

AWS and Sugar Technical Help

CTO-as-a-service

Solutions-as-a-service

and more!

All active SugarCRM certifications

Actively working remotely with customers based in APAC and in the United States
0 Hector Rios over 5 years ago in reply to Enrico Simonetti

Hi there

as Enrico Simonetti mentioned, there is an example repo on his GitHub that allows you to create custom SugarBPM Activity Elements that allow you to overcome many of the limitations that you might encounter using SugarBPM out-of-the-box. It is based on a talk presented at SugarCon a few years ago and provides some background into what is going on in Enrico's repo.

The link to the content in SuagrClub is Extending SugarBPM

I have personally leveraged it for a POC to automate certain lifecycle events with the Customer Journey PlugIn. The repo is a good starting point to get the creative juices flowing and by all means be an option to implement the functionality you're after. The only issue is that it is not SugarCloud friendly because of some restricted functions that are used. I did do some work to refactor the example and make it SugarCloud friendly, but it's unfinished. I might dust it off if there is interest.

Thanks
0 Adam Frank over 5 years ago in reply to Hector Rios

Hector Rios I know a few scenarios that could definitely make use of it.. so if you've got time.. would love to see it finished!!