Sugar BPM: mail to related accounts

Question

Hi everyone, 
 I'm trying to create a BPM in order to send an email notification to all the related Accounts in a holding scenario. 
 My situation is : I have a holding showing in the "Accounts related" subpanel all the companies under it, and each of the "sons" showing the relation to the holding "father" in the "Member of" field. 
 When one of the sons creates a Meeting, i need the notification to go to all the companies in the Holding, father and other "sons". At the moment i managed to send it to the father, but i can't make it to do the double jump. 
 Do someone knows how to do it? (My version is a SugarCRM Enterprise, Version 9.0.4) 
 Thanks a lot

Marco Ballarin · Answer

I can imagine 2 SugarBPM processes: 
 
 1 for new Meetings where you will evaluate if the Meeting has parent Account and then update a flag in its 
 1 for existing Accounts having updated flag where you will accomplish a set of actions, like:
 
 to send an email to Account and reset flag 
 to evaluate if account is the parent or a child, then update flag on either its childs or its parent

I believe you will need to add some fields/constrains in order to avoid looping on sending emails.

Marco Ballarin · Answer

Hi Marco Ballarin Frankly, I would not try to employ the SugarBPM workflow engine, because it looks like there is a much easier way to make it with logic hook configuring - to send notifications through the hierarchy on Meeting after_save. Since I'm not a developer, I employ the Logic Builder cloud tool ( https://logicbuilder.integroscrm.com ) to configure logic hooks fast and get a ready-to-use zip package in a click I've designed an example for OOTB Accounts hierarchy, which is represented by Member Of subpanel Here is the flowchart, you might read it by following the white line (just zoom in): 
 
 For this design, I've got a ready-to-install zip in a click: z20210323_flowchart_37641989.zip I deployed it to a Sugar regular demo instance, and I performed some checks - on a new Scheduled Meeting for Child3 record, 4 notifications were sent - to the Parent, Child1, Child2, Child3 accounts records primary emails. Each notification contain the link to the Meeting: Please let me know if any questions. Also please feel free to use zip in case it works for your case. If not, let me know and I will adjust the flowchart so that configuration takes into account your custom data model