Hi everyone. I've searched the sugar forums but can't seem to find a good answer to this question. What I am hoping to do is have a workflow that has a parallel gateway which can create multiple tasks based on criteria. The "Multiselect field" doesn't seem to have an option for "Contains" in the BPM tool. My example is I have: A B C If A and C are picked, I want to create a task for each. And if A/B/C are picked it should create 3 tasks. However because the only option is "is" rather than "contains" in the BPM. I have to do a "branch" for A | B | C | AB | AC | BC | ABC rather than just 3 checking a contains. Has anyone got around this somehow? Thanks, Daniel

Let me suggest this (where ABC is MultiSelect type field for Accounts, with A, B, C options) : Is that works?

Multi-Select | Parallel Gateway within BPM

Hi everyone.

I've searched the sugar forums but can't seem to find a good answer to this question. What I am hoping to do is have a workflow that has a parallel gateway which can create multiple tasks based on criteria. The "Multiselect field" doesn't seem to have an option for "Contains" in the BPM tool.

My example is I have:

If A and C are picked, I want to create a task for each. And if A/B/C are picked it should create 3 tasks. However because the only option is "is" rather than "contains" in the BPM. I have to do a "branch" for A | B | C | AB | AC | BC | ABC rather than just 3 checking a contains.

Has anyone got around this somehow?

Thanks,

Daniel

0 Brenda Rossetto over 3 years ago

Hi Daniel, what version of Sugar are you using? Sugar 10.2 added the "is one of" operator for multiselect fields and it sounds like that might be what you're looking for.

-Brenda
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0 Dmytro Chupylka over 3 years ago

Let me suggest this (where ABC is MultiSelect type field for Accounts, with A, B, C options) :

Is that works?

Best Regards,
Dmytro Chupylka

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We make work in Sugar CRM system faster, more convenient and efficient
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0 Daniel Hill over 3 years ago in reply to Brenda Rossetto

Hi Brenda.

Thanks for this, we are on 10.0.3 so that explains it!

Thank you again.
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0 Daniel Hill over 3 years ago in reply to Dmytro Chupylka

Hi Dmytro.

On my system (10.0.3) we unfortunately cannot use the "Includes" yet, I will bug our team to get this sorted. But thanks so much for that example, that will work perfect when I've got the upgrade sorted.

Thanks again,
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0 Brenda Rossetto over 3 years ago in reply to Daniel Hill

No problem.
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0 Dmytro Chupylka over 3 years ago in reply to Daniel Hill

Hi Daniel

Oh, I see... May I ask you if you are a Sugar Admin?
If so, then FYI - there is an option to deliver more flexible automation solving your task with the logic hook configuring - if to employ Logic Builder no-code tool for that.

That configuration could be a part of the SugarBPM process definition or a standalone logic hook installed to Sugar instance.

For standalone logic hook, processing MultiSelect with decision-making logic could be like this (pls, zoom in then follow the white like to read):

Such a low level configuring also extends Sugar BPM, helping to deliver genuine flexibility to the logic of the automated business process - you may find an example in this Club post:

https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/4575/using-sugarbpm-to-change-child-teams

About Partner's experience with Logic Builder tool, you may read here in the Club:
https://sugarclub.sugarcrm.com/engage/b/partner-stories/posts/how-analysts-can-do-more-for-customers-and-their-own-company

I hope this helps

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
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