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Can i ensure all Contacts under an Account automatically get assigned to the Account's Assigned To/User?

Peter Pavisic

Hi Team,

When you create Contacts from an Account (record) by using the + button, the contacts are automatically assigned to whoever is adding it. I would like to know if you guys know of any way that we can ensure they are Assigned to the Assigned user of the Account?

Thanks,

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  • 0

    I've addressed this with a simple process using a business rule.  Basically, the process looks at the Contact Record when it's saved (new records and all modifications to avoid creative reassignments :-) ).  The business rule assigns the Contact to the proper sales rep based on the assignment for the Account.

    I suppose you could also just code it with a "change field", but I use the same business rule in multiple processes and when there's a change I only have to change it in one place.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0 in reply to Bud Hartley

    Hi Bud,

    Thanks for the response - I have been trying to figure out how to do this and read online documentation but am struggling to understand how we get this to going!

    When designing the Business Rule, is column 1 the Accounts 'Assigned To' field and then column 2 the Contacts 'Assigned to field' ?

    I have tried working it out multiple times but am scratching my head now hahah

    Thank you

  • 0 in reply to Peter Pavisic

    Hi Peter,

    I have a field in the Account Record that identifies the Sales Territory - the condition in my business rule is "If the Sales Territory Code = 123", it returns the Assigned User...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0 in reply to Bud Hartley

    Hi Bud Hartley @patrick,

    Thanks for your replies! I have tried following the above but still not getting the Contacts to save to the Account Assigned User.

    This is what I have setup:

     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    So in my case I am testing to see if a Contact created under David's Account saves under David's name as well.

    It looks like I have set this up properly but cant see any results? What do you guys think?

    Thank you,

  • 0 Sugar Employee Badge in reply to Peter Pavisic

    Hi Peter Pavisic,

    Can you export the process definition using this business rule and attach the .bpm file to a reply here?

    Edit: I have attached my example that is working as expected in a stock 9.0.0 Enterprise instance.

  • 0 in reply to Patrick McQueen

    Hi Patrick,

    Not sure if i have exported this correctly.

    It exported straight to a pbr file? I have attached it for you to see

    I'm also on an Enterprise 9.0.0 version.

    Thanks for your help - I am new to being an admin/designer of Sugar and there is lots to learn!

    Regards,

  • 0 Sugar Employee Badge in reply to Peter Pavisic

    Hi Peter Pavisic,

    A business rule does not run on it's own. It must be used in an Action element of a Process Definition. The Process Definition targeting Contacts module will have a Start Event that will have trigger criteria evaluated when a Contact is saved.

    Import my example .bpm file into your Process Definitions module and, when prompted, check the checkbox to include the Business Rule as well.

    I mention all this just in case you, as a new administrator, are mistakenly expecting the Business Rule to be a stand-alone automation. It is not.

    Here is a link to the Action documentation section describing how to incorporate a Business Rule into a Process Definition.

    Edit: Also, as an alternative to written documentation on feature behavior, I made this YouTube video series covering the feature behavior available in Advanced Workflow in 8.3.0. The feature name changed to SugarBPM and additional functionality was added in 9.0.0 that is not covered in this series. The titles of the videos in the series point out the focus. For example, this video focuses on Business Rules.

    I hope this helps!

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  • 0 Sugar Employee Badge in reply to Peter Pavisic

    Hi Peter Pavisic,

    A business rule does not run on it's own. It must be used in an Action element of a Process Definition. The Process Definition targeting Contacts module will have a Start Event that will have trigger criteria evaluated when a Contact is saved.

    Import my example .bpm file into your Process Definitions module and, when prompted, check the checkbox to include the Business Rule as well.

    I mention all this just in case you, as a new administrator, are mistakenly expecting the Business Rule to be a stand-alone automation. It is not.

    Here is a link to the Action documentation section describing how to incorporate a Business Rule into a Process Definition.

    Edit: Also, as an alternative to written documentation on feature behavior, I made this YouTube video series covering the feature behavior available in Advanced Workflow in 8.3.0. The feature name changed to SugarBPM and additional functionality was added in 9.0.0 that is not covered in this series. The titles of the videos in the series point out the focus. For example, this video focuses on Business Rules.

    I hope this helps!

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