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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

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    Unfortunately SugarBPM only understand OOTB relationships with Users module.

    As far I know it is possible to extend SugarBPM components in order to evolve it accordingly. Otherwise you may create a custom field on Accounts module which will be populated with related User's email address. You may create a sugarLogic formula for fullfilling it accordingly, so SugarBPM can listen to changes on that field and send the appropriate message.

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    Unfortunately SugarBPM only understand OOTB relationships with Users module.

    As far I know it is possible to extend SugarBPM components in order to evolve it accordingly. Otherwise you may create a custom field on Accounts module which will be populated with related User's email address. You may create a sugarLogic formula for fullfilling it accordingly, so SugarBPM can listen to changes on that field and send the appropriate message.

    André Lopes
    Lampada Global
    Skype: andre.lampada
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