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Use Sugar BPM To Default New Opportunity Account?

Vince Outlaw

We would like to default the related Account when creating a new Opportunity. Would Sugar BPM be the correct tool to use for this? 

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  • 0 Sugar Employee Badge

    Hi Vince Outlaw,

    At this time, SugarBPM cannot relate the target record to an already existing record.

    Enhancement request 75669 asks for this functionality. The request can be seen here if you have access to the support portal.

    Apart from initiating the creation of the Opportunity in the subpanel under the desired Account, custom code is necessary to define a default value in the relate field.

    I hope this helps!

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  • 0 Sugar Employee Badge

    Hi Vince Outlaw,

    At this time, SugarBPM cannot relate the target record to an already existing record.

    Enhancement request 75669 asks for this functionality. The request can be seen here if you have access to the support portal.

    Apart from initiating the creation of the Opportunity in the subpanel under the desired Account, custom code is necessary to define a default value in the relate field.

    I hope this helps!

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