I'm writing a business process definition to perform some actions when a new Lead record is created. One of the actions I need to perform is to associate the Lead record with a Business Center depending on the output of a business rule. I've created an Action step with Action Type = Change Field, but I can't find any reference to Business Center. Any idea how I can do this?
Hi David Macdonald ,
The Business Center field is a relationship field. At this time, you cannot set these types of fields in SugarBPM, so a custom logic hook would be required to achieve the outcome for which you are looking. We are an authorized partner of SugarCRM and specialize in providing such customizations. If you would like to receive a quote for this work, please contact us via our website!
Chris
I forgot to note that there is an enhancement request (90108) to add this functionality to SugarBPM in a future release. Enhancements don't have a definitive timeline for implementation. I recommend filing a case with Sugar Support so they can attach your case to the enhancement to help prioritize the importance.
Chris
