Sugar BPM: mail to related accounts

Hi everyone,

I'm trying to create a BPM in order to send an email notification to all the related Accounts in a holding scenario.

My situation is: I have a holding showing in the "Accounts related" subpanel all the companies under it, and each of the "sons" showing the relation to the holding "father" in the "Member of" field.

When one of the sons creates a Meeting, i need the notification to go to all the companies in the Holding, father and other "sons". At the moment i managed to send it to the father, but i can't make it to do the double jump.

Do someone knows how to do it?
(My version is a SugarCRM Enterprise, Version 9.0.4)

Thanks a lot

Parents
  • Hi

    Frankly, I would not try to employ the SugarBPM workflow engine, because it looks like there is a much easier way to make it with logic hook configuring - to send notifications through the hierarchy on Meeting after_save.

    Since I'm not a developer, I employ the Logic Builder cloud tool (https://logicbuilder.integroscrm.com) to configure logic hooks fast and get a ready-to-use zip package in a click

    I've designed an example for OOTB Accounts hierarchy, which is represented by Member Of subpanel



    Here is the flowchart, you might read it by following the white line (just zoom in):

    For this design, I've got a ready-to-install zip in a click:
    z20210323_flowchart_37641989.zip

    I deployed it to a Sugar regular demo instance, and I performed some checks - on a new Scheduled Meeting for Child3 record,  4 notifications were sent - to the Parent, Child1, Child2, Child3 accounts records primary emails.

    Each notification contain the link to the Meeting:



    Please let me know if any questions.
    Also please feel free to use zip in case it works for your case.
    If not, let me know and I will adjust the flowchart so that configuration takes into account your custom data model

    Best Regards,
    Dmytro Chupylka

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

Reply
  • Hi

    Frankly, I would not try to employ the SugarBPM workflow engine, because it looks like there is a much easier way to make it with logic hook configuring - to send notifications through the hierarchy on Meeting after_save.

    Since I'm not a developer, I employ the Logic Builder cloud tool (https://logicbuilder.integroscrm.com) to configure logic hooks fast and get a ready-to-use zip package in a click

    I've designed an example for OOTB Accounts hierarchy, which is represented by Member Of subpanel



    Here is the flowchart, you might read it by following the white line (just zoom in):

    For this design, I've got a ready-to-install zip in a click:
    z20210323_flowchart_37641989.zip

    I deployed it to a Sugar regular demo instance, and I performed some checks - on a new Scheduled Meeting for Child3 record,  4 notifications were sent - to the Parent, Child1, Child2, Child3 accounts records primary emails.

    Each notification contain the link to the Meeting:



    Please let me know if any questions.
    Also please feel free to use zip in case it works for your case.
    If not, let me know and I will adjust the flowchart so that configuration takes into account your custom data model

    Best Regards,
    Dmytro Chupylka

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

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