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Workflows, Set checkbox based on Team on record

sonesay inthavong

Hi, is it possible to create a workflow that checks the Team value.

If Team === A, Set checkbox 1 = true,

If Team === B, Set checkbox 2 = true,

I'm new to workflows so just asking to make sure I head down the right path.

Thanks

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    Sonesay,

    This is possible with a SugarBPM Process Definition.  The Start Event would check the Team value and if it matches the one specified in the Start Event, an Action could Change Field and set your checkbox field.  Below is what it would look like.

    https://www.screencast.com/t/JlYYwCUgaaAN

    A much cleaner way to handle this would be with a Business Rule however Idea 77477 must be implemented first before it is possible.  At this time you cannot use a Team value as a Business Rule Condition.  Hopefully this is included in a future release of the product.

    https://portal.sugarondemand.com/#supp_Bugs/77477

    If you are trying to do this with Legacy Workflows I believe it is also possible if memory serves me correctly.  I didn't cover that here since Legacy WFs are slowly being phased out of the product and SugarBPM is the preferred way to automate things moving forward.

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  • 0

    Sonesay,

    This is possible with a SugarBPM Process Definition.  The Start Event would check the Team value and if it matches the one specified in the Start Event, an Action could Change Field and set your checkbox field.  Below is what it would look like.

    https://www.screencast.com/t/JlYYwCUgaaAN

    A much cleaner way to handle this would be with a Business Rule however Idea 77477 must be implemented first before it is possible.  At this time you cannot use a Team value as a Business Rule Condition.  Hopefully this is included in a future release of the product.

    https://portal.sugarondemand.com/#supp_Bugs/77477

    If you are trying to do this with Legacy Workflows I believe it is also possible if memory serves me correctly.  I didn't cover that here since Legacy WFs are slowly being phased out of the product and SugarBPM is the preferred way to automate things moving forward.

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