I want to trigger a process based on a change of the Assigned To user. But Sugar does only allow me to check for a user's relationship within a given object.
BUT I just want to see if the field has changed, not to whom it changed but only that it changed.
Later on, that new Assigned To shall do an approval.
It seems Sugar is unable to allow this simple requirement, or am I just blind?
(using only Sugar 8.0.1 without any addons. Just the plain Process Definitions module)
Hi Shelia Trew ,
This should be possible directly with the 'Relationship Change' start event, however bug # 87640 prevents processes from triggering when the assigned user is added or changed on a record.
We have worked around this defect with our clients by creating a custom field on the desired module. We make the field calculated with the following formula:
related($assigned_user_link,"user_name")
With that formula, the field will always have the user name of the current assigned user. Once that field is created, we then have the process definition start event set to trigger on when that custom field changes (i.e. when the assigned user is changed on the record, this field changes too).
I hope this helps!
Chris
Hi Shelia Trew ,
This should be possible directly with the 'Relationship Change' start event, however bug # 87640 prevents processes from triggering when the assigned user is added or changed on a record.
We have worked around this defect with our clients by creating a custom field on the desired module. We make the field calculated with the following formula:
related($assigned_user_link,"user_name")
With that formula, the field will always have the user name of the current assigned user. Once that field is created, we then have the process definition start event set to trigger on when that custom field changes (i.e. when the assigned user is changed on the record, this field changes too).
I hope this helps!
Chris
