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

Peter Pavisic

Hi Team,

I have a field in Opportunity called 'Invoice Contact'. This field pops up once Opportunity 'Sales Stage' becomes "Closed - Won" and shows who it is we contact.  It works by having a searchable field of all the Contacts and then you select which one it is. Is there a way, using SugarBPM/Workflows that if the Contact is under 'Invoice Contact' in Opportunity, it can then update a field in that Contact?

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  • 0 in reply to Peter Pavisic

    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. 

    __________

    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.