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Sugar BPM between Contacts and Accounts

Phuong Trinh

Hi everyone, 

I want to create a BPM which helps us to track the number of main contacts of all the accounts and send a email alert if the number of main contact is not equal to 1

In the module "Contact", Main contacts are identified by a checkbox field renamed “Principal Adhérent”.
in the “Account” module, we already have a calculated field which allows us to count the contacts whose checkbox checked is "Principal Adhérent" (this field count the number of mains contacts of each account).

Here is my workflows : 

Start Event : context : for New records and all updates

Context is when a new contact is created or updated and the "Principal Adhérent" is different to 1.

1st branch indicates that if the number of main contacts is greater than 1, then the “Principal Adhérent” field is unchecked.



2nd branch indicates that if the number of main contacts is null, then leave the “Principal Adhérent” field checked.



Once the BPM has checked these conditions, I want to send a notification to the assigned person (by emails)



My current process doesn't work. Can you help me adjust my workflow?

With exclusive gateway, it must have a default Flow ? 

And i don't know how to use the parallel Gateways in my case.

Best Regards, 

Phuong.

Parents
  • 0

    Hello  ,

    Thanks for your recommandation. I'll try to send the email as the user through the system email account so as long as the system email account had send as permissions configured properly on the mail server. But our system e-mail settings bug, i can't open it. 

    I've tried your solution, the logic is good but is it possible to have both actions in a process definition? I could'n modify my first action of my first path (More than 1 main contact) anymore since yesterday. 

    Best regards, 

    Phuong

Reply
  • 0

    Hello  ,

    Thanks for your recommandation. I'll try to send the email as the user through the system email account so as long as the system email account had send as permissions configured properly on the mail server. But our system e-mail settings bug, i can't open it. 

    I've tried your solution, the logic is good but is it possible to have both actions in a process definition? I could'n modify my first action of my first path (More than 1 main contact) anymore since yesterday. 

    Best regards, 

    Phuong

Children
  • 0 in reply to Phuong Trinh

    Hi  ,

    If your system email settings is not opening, it may be because you are configured with Microsoft Office 365 and the Entra app is set to multitenant. Due to some changes in Entra earlier this year, we have been setting all of our clients' Entra apps to be single tenant. Sugar Support may have a hotfix available for you if you want to try and continue using the multitenant Entra app, but my recommendation is to create a new single tenant app. 

    With regards to the process definition, two actions are necessary because the filtering criteria on which contact(s) you are updating are different. The first action is updating contacts where their status is 'Current Principal Adherent' and the second action is updating the most recent contact where the 'Principal Adherent' field is checked.

    Chris

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