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Assigning account back to original user automatically with conditions

Punit Desai

Hello,

I am encountering a situation on the process definitions.

Details of Process Definition:

I would like to create a process where I can assign an account back to the original user whose name it was on. 

Let's say we have 2 users, User A and User B.

- User A was assigned to the Account initially.

- User B was later assigned to the Account and replaced User A.

The aim of this is that if there are...

1.) No Revenue Line Items for the account that are in the sales stage 'Pipeline' or 'Hot Pipeline' AND...

2.) No scheduled meeting that is on the account for the next 6 months. 

.... then assign Account from User B back to User A. 

Any guidance would be appreciated!

Thanks,

Punit

sugar10.0

processdefinition

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  • 0 Sugar Employee Badge

    Hi Punit Desai,

    It sounds like some time passed between the ownership change to User B and the time/conditions for the Process. Keep in mind that SugarBPM cannot leverage the data in a module's audit log, so it is important to first identify where you are storing in the record User A's details so the process, at the time it runs, knows who you want to return it to.

    If storing that user data is not a practical solution, development of a custom logic hook to meet the use case might be more appropriate.

    I hope this helps.

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  • 0 Sugar Employee Badge

    Hi Punit Desai,

    It sounds like some time passed between the ownership change to User B and the time/conditions for the Process. Keep in mind that SugarBPM cannot leverage the data in a module's audit log, so it is important to first identify where you are storing in the record User A's details so the process, at the time it runs, knows who you want to return it to.

    If storing that user data is not a practical solution, development of a custom logic hook to meet the use case might be more appropriate.

    I hope this helps.

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