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SugarBPM - email related users

Levi Reeves

HI,

I've created some custom relationships between the User entity and the Accounts Entity (1:M) so that the Accounts record view displays a series of relate fields allowing users to assign a user to various "roles" on the account.

I'd like to use SugarBPM to send an email to the users assigned to these fields, but there is no option that I can see to do this in the "Recipient > Module" drop down. Can anyone advise on the best way to achieve this goal?

Cheers,

Levi

Parents
  • 0

    Hi Levi, 

    Could you clarify the realization? 

    Correct me if I'm wrong - it looks like you've got a kind of custom module created in Module Builder, let's say Account User Roles module, which is related many-to-one to the Accounts module for subpanel to Accounts and either relate type field to Users module or many-to-one relationship to Users module. That custom module also to include Role field - either text or dropdown type to specify the Role of the User in Account.

    Correct? 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • 0

    Hi Levi, 

    Could you clarify the realization? 

    Correct me if I'm wrong - it looks like you've got a kind of custom module created in Module Builder, let's say Account User Roles module, which is related many-to-one to the Accounts module for subpanel to Accounts and either relate type field to Users module or many-to-one relationship to Users module. That custom module also to include Role field - either text or dropdown type to specify the Role of the User in Account.

    Correct? 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Children
  • 0 in reply to Dmytro Chupylka

    Hi Dmytro,

    No, this is just the out of the box Account module and the User module. I've created a series of custom 1:M relationships between Users and Accounts, which creates Relate fields (labelled as roles) on the Accounts form allowing me to assign users.

    I want to use SugarBPM to email the users assigned to these Relate fields on the Accounts record view. This seems like something that should be achievable.

    Regards,

    Levi