SugarBPM: add relation between two records

Hi, I can't solve this need: I would like to link the source of the lead (dropdown in opportunity module) to specific campaigns.

ES: lead source = website, campaign = "contact us" form.

So, I wanted to pilot the action with SugarBPM by making sure that when the source SugarBPM is saved it automatically enhances the campaign; I'm currently locked out because I can't find a way to value a related record (so add the relationship between opportunity and campaign).

Is there any way to do this?

Thanks,

Mirco

0 Dmytro Chupylka over 4 years ago

Hello Mirco and greetings to Opensymbol colleagues,

Let me clarify the use case please

There is the relationship between Opps and Campaigns in OOTB metadata (see screenshot below)

Please confirm the task is to relate the particular Opportunity to Campaign as soon as the Opportunity Lead Source value is set from dropdown, correct?

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
0 Mirco Marcigaglia over 4 years ago in reply to Dmytro Chupylka

Hi Dmytro, thank you for your answer.

Here below you can find and example of an opportunity; I want to be sure that if I choose a particular lead source (dropdown menu) the system will apply the correct campaign.

So,

if Campaign = Google --> lead source = Google

if Campaign = AutoAffariStore.it 2018 --> lead source = AutoAffariStore.it

and so on..

Let me know if it is clear

Mirco Marcigaglia

Presales Consultant & Process Innovation
+1 André Lopes over 4 years ago in reply to Mirco Marcigaglia

Yes, definitely you can not handle/update related fields through SugarBPM, so you may have 2 options:

1. To implement such a feature in a sugarLogic formula by a nesting "ifElse", which may introduce maintenance cost.

2. To configure a Process Business Rules which returns the id for each campaign based on value of lead_source field, then you update a custom varchar(36) field with return from Business Rule, and finally you setup a Dependency SetValue in that new custom field and send its value to campaign_id.

Regards

André Lopes
Lampada Global

Skype: andre.lampada