Related Process Definition triggered Emails to the record

Question

Hoping to be pointed in the right direction... 
 Sugar Enterprise v10.3 
 We now send out a lot of auto emails [process email templates] triggered from many different process definitions. 
 What is the best practice method to get these emails linked to the record to which they should be related. 
 Example: 
 - We ship a repair back out to the customer, that process definition triggers an email and lets them know its on the way and provides the tracking email... 
 Q - How can I relate that auto email to the case? 
 Another PDef on the email module? (using Direction > outbound?) Or BCC an email to an address that gets it back into sugar? 
 Thanks in advance... just after some pointers to get me started.

Luke Ridgway · Answer

Hello Luke, Lemme provide an example of possible solution so that you could decide if that works for your case 0. Add a Contact named "snip" in Sugar and specified the SNIP address as its primary email address 1. Create a Process Email Template and defined the Subject for the email as following [Case:] 2. Add a Process Definition for Cases, design to send the message with the template above, and "snip" contact to BCC the message 3. Configure a flowchart with Logic Builder that implements the following: it relates Email archived by SNIP to the Case, if the Email provides the number of the Case in the Subject As always you may read it by following the white line. 4. Generate zip package with Logic Builder and install it via Module Loader 5. Benefit from the Email sent by SugarBPM is represented on the Emails subpanel for the very Case the message should be related to Here is the zip extension generated by Logic Builder from this flowchart - please, feel free to use it z20210322_flowchart_84037793.zip I hope this would help to benefit Sugar automation and let me know if any questions- looking forward to your feedback