Is it possible to ensure a field in Opportunity updates a field in Contacts?

Is your 'Invoice Contact' field just a 'Relate Field' type, or is it a One to Many relationship? If it's a 'relate field' then you can't do this using SugarBPM fore certain - if you're using an actual module to module relationship then it should be pretty simple. 

Hi Matthew,

The field is a 'Relate' field so looks like it can't be done hmmm.

I may have to think of another way that this could automate.

If I use a module to module relationship between Opp to Contact is there a way you can specify it updates only 1 contact? OR will it update all Contacts?

Thanks,

Hi Matthew,

The field is a 'Relate' field so looks like it can't be done hmmm.

I may have to think of another way that this could automate.

If I use a module to module relationship between Opp to Contact is there a way you can specify it updates only 1 contact? OR will it update all Contacts?

Thanks,

I think it may help if you provide some more information about what the filter / constraint upon the Contact records you're looking to target would be to avoid confusion. However, based on what I think you're asking I believe this could be doable. 

What I think you want to do is the following:

* When an opportunity changes to the value of 'Closed Won', then change the value of a field on the 'Contact' records that are what you call the 'invoice contacts'. 

I think this is doable. I think I would create a field in Studio on the Contacts module (called "Is Invoice Contact" for example). Then you would create your Process Definition. It would have two steps:

1. Start -> on first update of field "Opportunity Status" to a value of "Closed - Won"
2. Action -> Change Field -> Related Module 'Contacts' with a filter constrained to 'Is Invoice Contact'==True -> Update target field to your value

That should update the field on all contact records that are labeled as 'Invoice Contact' using the new field. 

I can create this process with screenshots to help demonstrate if you elaborate on what field you want to change. 

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There are also probably multiple ways you could go about this, including my making a new One to Many relationship between Opportunities and Contacts that works in addition to the Many to Many relationship. I just  personally prefer to avoid adding new relationship links if I can help it.