Details about this thread
  • State Verified Answer
  • Replies 2 replies
  • Subscribers 313 subscribers
  • Views 922 views
  • Users 0 members are here
Related content from around SugarClub

Business Rule to Email Assigned To of Master Customer

Kirk Satoh

Hello, I am trying to create a business rule to send an email targeting the “assigned to” of our parent customers when a new opportunity is created in a child account. I created the following rule to send the email notification and received an error message when validating it. Is there a different way to build this rule in order to send the email?

The Rule:
User Who is assigned to the Customer related to Customer related to Opportunity

 

The error message I got is: Data does not currently exist in the system: Module relationship

 Thank you for your help

Parents
  • +1 Sugar Employee Badge

    Hi Kirk,

    Thank you for asking this question.

    Even though this validation error is shown, does the process still work as expected? In the cases I have worked involving this error, customers recognized that the error was erroneous and that their process still worked and served their need.

    We have Issue 82657 filed that appears to correlate to this challenge you face.

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

Reply
  • +1 Sugar Employee Badge

    Hi Kirk,

    Thank you for asking this question.

    Even though this validation error is shown, does the process still work as expected? In the cases I have worked involving this error, customers recognized that the error was erroneous and that their process still worked and served their need.

    We have Issue 82657 filed that appears to correlate to this challenge you face.

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

Children