How to check if contact's email address is not empty in process definition?

Hello Hatim Alam 

To address the situation, you could implement a flag system to indicate whether a Contact possesses an email address.
Here's a step-by-step approach to achieve this:

1 - Create a Checkbox Field:

In Studio, create a calculated checkbox field in the Contacts module named "hasemailaddress_c"  with the following formula 

not(equal(related($email_addresses,"email_address"),""))

Thank you Andre Serrazina .

Is there no OOTB way without creating a custom field? Please let me know.

Hello Hatim Alam , 

Thanks for the challenging reply. 

There is actually another approach that might be better without creating a custom field. 
You could create a Business Rule to evaluate the Email Address of the Contact and then place it before your Exclusive Gateway: 


Let me know if this one works for you. 

Cheers, 

André 

Hello Hatim Alam , 

Thanks for the challenging reply. 

There is actually another approach that might be better without creating a custom field. 
You could create a Business Rule to evaluate the Email Address of the Contact and then place it before your Exclusive Gateway: 


Let me know if this one works for you. 

Cheers, 

André 

Hi Andre Serrazina ,

This is amazing. I didn't know about it (Business Rules) and it would surely make my CS team happier.

Thanks.

Hopefully you don't mind me adding a further question on the business rule...  I am looking at a very similar situation and found this thread.

We have a username field on the contact record. (used for customers logging into our website/s)
I want to create a process definition to do the following:

 - When a New Contact record is created 
and Email is not empty
and username is empty.   

>>>  Add Email into Username.
   

But - In the PD start event, Email (email address) is not available to select?   
Do you know how to get to the related email address?  ("email1" I believe).
   

  
So, I then looked at it another way.

Start Event: New contact created and username is empty.

 > Business rule > Email is not empty.  Return value = email.

 > I then evaluate the BR,
but how after that do I take the value returned from the BR (the email if it was there) and shove that into my username field???    
I cant seem to select it from the BR in the next Action Event (Change field) ?

Hopefully that makes sense...  I added an image below with PD all marked up to help show where I am stuck on adding the email address:

Many thanks 

EDIT to add...  in a report I can simply traverse: 

Contacts > Email Address (module) > Email Address.

Hi Luke Ridgway ,

You can define the field update directly in the "Conclusions" section in Process Business Rule.

Eg: if email address is not empty, set External Member ID as Email Address.

Documentation: support.sugarcrm.com/.../

Hatim Alam  - That is great, thank you.
I did struggle with UI in BR - not very clear, but your post above was helpful.

It worked!

I am just backtracking through my Process next to make sure I understand it all.

Thank you so much - I think I can implement BR in some other places now I tink I understand it better.

Luke.

Hello Luke Ridgway  and Hatim Alam , 

I am happy you've guys sorted this out. 

Just wanted to add something here, the ability to use the email_address in the process start event was already raised in the past and it's documented as the following idea. 

#81938 ( portal.sugarondemand.com/ ) 

I'll link this post to the Idea to raise it's visibility. 

Thanks for sharing your scenarios. 

André 

Great to know, thanks Andre Serrazina !