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bpm

Michelle Plutto

I want to make a BPM that when a field is checked it will reassign "assigned to" to match the specialist field.  So Status equals.......checks for who the specialist is then changes the assigned to field, sends email then ends.

Can I change the assigned to this way?

Parents
  • 0

    Hi  ,

    You have a few potential solutions. Once I have answers to a few clarifying questions, I can provide you recommendations:

    • What is the specialist field you are referring to? Is it a relate, relationship, dropdown, or text field?
    • How many different entries are likely or possible in the specialist field? Is it typically only a handful of users or is it a more expansive list?
    • Is the specialist field on the same record that triggers the process or is it on a related module? If it is on a related module, what relationship type does that module have to the triggering record (one-to-one, one-to-many, etc.)?

    Thanks!

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Reply
  • 0

    Hi  ,

    You have a few potential solutions. Once I have answers to a few clarifying questions, I can provide you recommendations:

    • What is the specialist field you are referring to? Is it a relate, relationship, dropdown, or text field?
    • How many different entries are likely or possible in the specialist field? Is it typically only a handful of users or is it a more expansive list?
    • Is the specialist field on the same record that triggers the process or is it on a related module? If it is on a related module, what relationship type does that module have to the triggering record (one-to-one, one-to-many, etc.)?

    Thanks!

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Children
  • 0 in reply to Chris Raffle

    Hi there Chris,

    It is a text field within leads (which I can modify if I should), this a pilot program for the lead module so hopefully eventually it will be quite a few with 25 possibilities (people) eventually. So, when the marketing status changes to "hot lead" it checks who was imported in the "specialist field" and then reassigns the lead and notifies the (new) assigned to person.