Use Sugar BPM To Default New Opportunity Account?

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!

HI Vince - When I click on the link it says that the functionality was released in version 8.0.  However, I am still not seeing that functionality.  Am I missing something?

Hi Meagan, I think you might be looking at the "Found In Release" field, which says 8.0.0. The "Fixed In Release" field is blank and the bug's status is "New", which indicates that the enhancement hasn't been implemented yet.

Hope that helps!

-Brenda

Hi Meagan, I think you might be looking at the "Found In Release" field, which says 8.0.0. The "Fixed In Release" field is blank and the bug's status is "New", which indicates that the enhancement hasn't been implemented yet.

Hope that helps!

-Brenda

Got it.  Thanks