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.

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​

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​

Hi Michelle,

I agree with Chris Raffle that a text field leaves room for the business rule to fail if there isn't a match.  I only have one rule that looks at a text field and that is a State Code in the Address which is restricted to two characters and isn't miskeyed very often.

Yes, there is the maintenance issue, but since I use some Business Rules in more than one process it makes the maintenance easier than coding it in two or three Processes when there's a change.

The Sugar documentation on Business Rules is comprehensive, and I'll admit that it took me a while to get comfortable with the "Return Value" Options:   https://support.sugarcrm.com/documentation/sugar_versions/13.0/ent/administration_guide/sugarbpm/process_business_rules/#The_Rules_Builder_Interface

If the Business Rule returns the UserID to populate the field, the BPM Process can send the email to that user.