Hello,
We want to tag certain opportunities using SugarBPM.
For new opportunities, the system should check if a field has a specific content and if so, a specific tag should be assigned in an action. Unfortunately, the associated field "Tags" is not displayed in the action "Change Field" and cannot be selected.
Has anyone solved this problem before or do you have any other ideas?
Thanks!
Steffen
Hello Steffen Scheid , `
Unfortunately, adding tags via BPM is not currently possible.
This functionality is documented as a feature idea under #79531 (you can view it here).
As an alternative, you could use a Multiselect type field instead.
While this approach has some limitations, such as the need to define the dropdown options in advance, I would like to share it as might work for your business scenario.
Multiselect fields are available in the BPM “Change Field” options, allowing you to add one or more selections during a “Change Field” action.
Let me know if this helps,
Cheers
André
