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Process Definition Add Contact to a Target Group

Jarod Teixeira

Hello,

Is it possible in process definition to create a action to add the contact in the process to a target group that is already made.

I know you can create a related record, but I would like to create a process to if a field changes add the specific contact to a target group that already exists.

Any help would be appreciated.

Thanks!

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  • 0

    Hi  ,

    I quickly looked at a few options in Process Definition (as I was literally just starting a new one) and didn't seem to be able to add a contact to a target list from there.  I may have missed something though.

    I cannot access Target Lists from the contacts related modules in process def.

    Would it be easier to populate your target list via report?  Probably depends on how often you run the campaign to that list? 
    But this works really well, ref docs here: 

    support.sugarcrm.com/.../

  • 0 in reply to Luke Ridgway

    Hi Luke,

    I am looking to use a target group of these contacts to mark certain contacts for some of our users to see. So if they meet a certain criteria they automatically get put into this group and then the users can view the group and see who is in there. Not sure if a report would be a good way of going about this. This is not for a campaign though. I was not able to see existing target groups in process definition so I don't know if it is possible.

    Thanks

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  • 0 in reply to Luke Ridgway

    Hi Luke,

    I am looking to use a target group of these contacts to mark certain contacts for some of our users to see. So if they meet a certain criteria they automatically get put into this group and then the users can view the group and see who is in there. Not sure if a report would be a good way of going about this. This is not for a campaign though. I was not able to see existing target groups in process definition so I don't know if it is possible.

    Thanks

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  • 0 in reply to Jarod Teixeira

    Hi  ,

    Ah OK, thanks for the info - I understand.

    You could create a dropdown or multi select list (new field and dropdown list created via Studio).

    For example we do a lot of things for this such as:

     - Account Type (Dealer, Sub-Dealer, End User)  (Dropdown)
     - Vertical (Manufacturing, Healthcare, Banking, Construction... and so on)  (Multiselect)

    This dropdown list can be easily then set via process definition, or manually by your users.

    You can then filter on list view for these fields (or enable for tile view too)... 
    ...or also in a report, with a chart > this can then be added to a dashboard (and that enables the runtime filters [amazing new feature]).

    for example, a report or list view filter to show all accounts where Type is one of Dealer and Industry is one of Biochemical.

    Hope that sounds easy enough and fits your requirement.