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Using SugarBPM to change child Teams?

Jeff Bickart

Is it possible to use SugarBPM to update the teams of child records? For example, we have changed the team (i.e., region) that supports an account, we would like all of the related contacts to also be updated.

We have a company, an EV Automobile company. They have moved their headquarters from California to Texas. We would like to change the team from West to South. We have a few thousand contacts, opportunities, etc. that also need to get moved from West to South.

Can this be done via SugarBPM?

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    Yes, we suggest our customers use SugarBPM and they can include child records updates into the workflow.
    And that is 100% doable with configuring - if to employ Logic Builder extension for SugarBPM



    Where the highlighted brick is the following:



    I hope this helps

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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  • 0

    Yes, we suggest our customers use SugarBPM and they can include child records updates into the workflow.
    And that is 100% doable with configuring - if to employ Logic Builder extension for SugarBPM



    Where the highlighted brick is the following:



    I hope this helps

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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