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Logic Hook Needed: Set Account Assigned User to a related Module everytime a record is saved/edited in that related module.

Martin Neitzke
1 month ago

Hello Devs,

I would like to implmenet a Logic Hooks outside the BPM, which will be executed every time a record is saved in Module B. Module B is related to module A in a 1:n connection. So module A can have multiple records in module B.

Module A has an assigned user and this user should also be set as the assigned user in the record in module B whenever a record has changes in module B. But this ONLY if in module B in the dropdown field "program" the value "gold" is filled in.

I don't have a plan how to realize this and need your help.
I am looking forward to your ideas.


Many thanks in advance!

Kind regards
Martin

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  • 0 1 month ago

    Hello Martin 

    This might be configuring rather than DEV task.
    Let me just clarify the requirement

    Let's assume ModuleB has a number of ModuleA records on the subpanel (Module B is related to ModuleA in a 1:n connection, so for each ModuleB rec could be a number of ModuleA recs, correct?)
    When ModuleB rec changes and its "program" goes "gold" with that change saved, which one of many ModuleA record Agssignedto value has to be set to the parent ModuleB rec AssignedTo?
    It looks like there could be many different AssignedTos  for different ModuleA recs that belongs to the one ModuleB rec

    Could it be that in your req ModuleA to ModuleB is 1:n, so that ModuleA has many ModuleBs recs on the subpanel  and the task is to set parent ModuleA.AssignedTo to equal to child ModuleB.AssignedTo as soon as any of ModuleB's program goes gold with ModuleB save?

    Best Regards,
    Dmytro Chupylka

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

Reply
  • 0 1 month ago

    Hello Martin 

    This might be configuring rather than DEV task.
    Let me just clarify the requirement

    Let's assume ModuleB has a number of ModuleA records on the subpanel (Module B is related to ModuleA in a 1:n connection, so for each ModuleB rec could be a number of ModuleA recs, correct?)
    When ModuleB rec changes and its "program" goes "gold" with that change saved, which one of many ModuleA record Agssignedto value has to be set to the parent ModuleB rec AssignedTo?
    It looks like there could be many different AssignedTos  for different ModuleA recs that belongs to the one ModuleB rec

    Could it be that in your req ModuleA to ModuleB is 1:n, so that ModuleA has many ModuleBs recs on the subpanel  and the task is to set parent ModuleA.AssignedTo to equal to child ModuleB.AssignedTo as soon as any of ModuleB's program goes gold with ModuleB save?

    Best Regards,
    Dmytro Chupylka

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

Children
  • 0 1 month ago in reply to Dmytro Chupylka

    Hi Dmytro,

    thanks for that quick reply.

    Could it be that in your req ModuleA to ModuleB is 1:n, so that ModuleA has many ModuleBs recs on the subpanel  and the task is to set parent ModuleA.AssignedTo to equal to child ModuleB.AssignedTo as soon as any of ModuleB's program goes gold with ModuleB save?

    That's it exactly:
    Module A can have multiple Module B Recors, not the other way around. And whenever a module B record is modified and saved, the assigned user of the parent record from module A should be pulled and set beforehand. But only if the conditions are met (gold).

    Kind Regards,

    Martin