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Process Definition - Based on Any Change to a Specific Field

Lisa Marten

I'm trying to receive a notification any time there is a change to one specific field in the Account module. It's an open text field, and I need to know whenever it is changed/updated. The best I've been able to come up with is being notified whenever anything on the account is updated (which can be a lot), and in the email template, I have the field's old and current values. It just creates extra emails for me to wade through, so I'm hoping there's a way to get notified only when a specific field changes. 

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    A Start Event that applies to All Updates allows you "changes" operators in the criteria field when selecting fields. Having "New" in the applies to field, though, does not. So, if your applies to is either New Records Only or it is New and All Updates, then "changes" won't be available.

    If you need this process to fire for New records and all updates where this field changes, then drop two Start Events onto the design canvas and have them both flow into the next element. This will allow you to make one strictly for new records, and the other for all updates where that field changes.

    I hope that helps!

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  • 0 Sugar Employee Badge

    A Start Event that applies to All Updates allows you "changes" operators in the criteria field when selecting fields. Having "New" in the applies to field, though, does not. So, if your applies to is either New Records Only or it is New and All Updates, then "changes" won't be available.

    If you need this process to fire for New records and all updates where this field changes, then drop two Start Events onto the design canvas and have them both flow into the next element. This will allow you to make one strictly for new records, and the other for all updates where that field changes.

    I hope that helps!

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