Hi! We want to pull a dropdown field value from a parent account to its child accounts. (For example, the industry of a child account should be the same as its parent). I tried to configure a BPM for this purpose. The issue I'm facing here is - When I add the change field activity, it allows me only to add a static value there. (just 1 dropdown value) How can I make it dynamic, so that whenever a child account record is saved, the industry and sub-industry values are added by default Can you help me choose between BPM and a calculated field here? -> In case of a calculated field, A calculated field is a read-only field This won't be ideal if I want to create a new company/ parent account. How to solve this? Any help will be highly appreciated. And nice if anyone could share some learning resources for SugarCRM Logic/ formula editor. Thanks a bunch! Best regards, Gayathri G

BPM to inherit industry field from parent account

Hi!

We want to pull a dropdown field value from a parent account to its child accounts.

(For example, the industry of a child account should be the same as its parent).

I tried to configure a BPM for this purpose. The issue I'm facing here is -

When I add the change field activity, it allows me only to add a static value there. (just 1 dropdown value)
How can I make it dynamic, so that whenever a child account record is saved, the industry and sub-industry values are added by default

Can you help me choose between BPM and a calculated field here? ->

In case of a calculated field,

Any help will be highly appreciated.

And nice if anyone could share some learning resources for SugarCRM Logic/ formula editor.

Thanks a bunch!

Best regards,

Gayathri G