We are trying to transfer a secondary related user (Sales Rep) from an account request to be the Assigned To of the parent Account once the request is complete.
How would I go about doing this. I have tried looking through the process definitions but nothing has had any solution so far.
Hi Scott MacLeod,
Patrick's solution still works great if you are not hosted in SugarCloud and can access your database directly. If you are on SugarCloud or prefer not to make direct database edits, our new offering, Upsert BPM Essentials, introduces a new custom action to set the assigned user of a record dynamically based on any user field from the target or related module - all from the SugarBPM UI! You choose the module and associated user field (stock user fields, custom relationships, and custom relate fields are all supported), and you have the added benefit of choosing whether to define who to assign as a backup in the event that user is unavailable.
Please let me know if you have any questions on how Upsert BPM Essentials can help meet this need!
Hi Scott MacLeod,
Patrick's solution still works great if you are not hosted in SugarCloud and can access your database directly. If you are on SugarCloud or prefer not to make direct database edits, our new offering, Upsert BPM Essentials, introduces a new custom action to set the assigned user of a record dynamically based on any user field from the target or related module - all from the SugarBPM UI! You choose the module and associated user field (stock user fields, custom relationships, and custom relate fields are all supported), and you have the added benefit of choosing whether to define who to assign as a backup in the event that user is unavailable.
Please let me know if you have any questions on how Upsert BPM Essentials can help meet this need!
