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

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,

Parents
  • In current versions of SugarBPM, a Start Event can be set to react to a Relationship Change.

    Then, a Change event can be configured to change the Assigned To field.

    To achieve the goal of ensuring all Contacts were assigned to the Account owner when creating a new Contact, I

    1. made a process definition targeting Accounts.
    2. configured the Start Event to apply to Relationship Change and criteria for Contacts Added
    3. added a 1-minute Wait Event (to ensure the new Contact's relationship was established before trying to change its field values)
    4. added a Change Field action that set the Assigned To field in all related Contacts to Record Owner
    5. added an End Event doing nothing.

    With the BPM scheduler running, every Contact including the one I just created is assigned to the Account's owner during the next scheduler run.

    Note: Without the Wait Event, all Contacts except the one just created are updated, but the new Contact is not updated.

Reply
  • In current versions of SugarBPM, a Start Event can be set to react to a Relationship Change.

    Then, a Change event can be configured to change the Assigned To field.

    To achieve the goal of ensuring all Contacts were assigned to the Account owner when creating a new Contact, I

    1. made a process definition targeting Accounts.
    2. configured the Start Event to apply to Relationship Change and criteria for Contacts Added
    3. added a 1-minute Wait Event (to ensure the new Contact's relationship was established before trying to change its field values)
    4. added a Change Field action that set the Assigned To field in all related Contacts to Record Owner
    5. added an End Event doing nothing.

    With the BPM scheduler running, every Contact including the one I just created is assigned to the Account's owner during the next scheduler run.

    Note: Without the Wait Event, all Contacts except the one just created are updated, but the new Contact is not updated.

Children
  • One thing to note about this configuration is that SugarBPM will save all related contacts to the account regardless of whether the assigned user needs updated on each contact. While the account::contacts relationship is typically a relatively small number of records, this solution could cause performance issues for more robust relationships.

    Another potential issue is that re-saving records may cause additional logic (e.g. Sugar Logic, SugarBPM, logic hooks, etc.) to trigger unexpectedly. 

    If either of these are a concern, you should consider alternatives where only the child record being created/related to the parent record is updated rather than all records within the relationship.