Adding a related contact on create (Admin)

Hello!

Our team has been stuck on these one for a while.

Recently we implemented some processes to notify clients on the status of cases. We managed this without a problem.

However we noticed something odd. Since the contact is related automatically when it is created in the web portal the info cant be added when it is created via de admin web.

To be clearer, when a case is created in the admin web the related Contact module is not populated.

We've tried adding the contact in the "Primary Contact" since that seem to be updated when the source is the portal. However this will not create the relation.

From portal:

From admin:

Of course we could link the record in the subpanel after creation, but that would skip our process for new records

Any way to create a field on the creation menui that would relate the contact?

Thanks in advance

Parents Reply
  • Hello  José Carlos,

    Sure -  here is the logic hook configuration in ZIP, also a logic hook configuration - a drawing from which logic hook ZIP is generated.


     OnPrimaryContactIsChanged.zip

    Logic hook configuration drew in the Logic Builder environment (follow the while line to read)


    I also updated the article by the ref, thank you


    Best Regards,
    Dmytro Chupylka

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

Children
  • Thanks! That totally worked!

    We just has to add a timer to our process to give time to the logic hook to do its thing.

    Thanks again!

    NOTE: We actually noticed that this is an inbuilt feature on Sugar 11.1 but is not available to non-cloud just yet.