bpm

Hi Michelle,

The short answer is "yes".  I do a similar thing with Contacts and Accounts.  I created a "Business Rule" (because I use the same logic for different processes in the same module and I didn't want to code the BPM twice).

My Business Rule basically looks at the value of a field, and returns the value for the field I want to change.  Simplistically:

If Code = xxx  return  "Assigned to" abcdefg

The Business Rule is triggered to change the Assigned To (and in some cases other things happen in the process) and the end point of the process is to send an email to the assigned person.

hmmm that is a thought.  Haven't messed with the business rules but that is worth exploring.  Thank you.

hmmm that is a thought.  Haven't messed with the business rules but that is worth exploring.  Thank you.

So have conditions marketing status == hot pass then middle specialist assigned and conclusion (return value) last name first name?  Where would i add an email?  Sorry This is cool stuff but I haven't used it before.

assigned to​