Can a process definition be used to link a case to a customer, it doesn't need to be dynamic, just a fixed customer every time

Hi Sam ,

I don't believe it is possible to modify a parent relationship on a record with SugarBPM's native features. Here are the following options to consider:

• You can implement a custom logic hook to handle this scenario. Custom logic hooks require Sugar development expertise. We can provide you a quote on this effort if you don't have a developer on-hand. The drawback to this solution is that it requires a developer to maintain any changes or fixes over time.
• We sell a plugin, Upsert BPM Essentials, that adds often-requested features to SugarBPM so that administrators have direct control over processes that would otherwise require custom logic hooks to achieve. We do not currently cover your requested use case in the plugin; we are willing to add the feature if you purchase a subscription. If you would like to discuss this option in more detail and go through a demo of the plugin, please reach out via our website.

Chris

Hi Sam ,

I don't believe it is possible to modify a parent relationship on a record with SugarBPM's native features. Here are the following options to consider:

• You can implement a custom logic hook to handle this scenario. Custom logic hooks require Sugar development expertise. We can provide you a quote on this effort if you don't have a developer on-hand. The drawback to this solution is that it requires a developer to maintain any changes or fixes over time.
• We sell a plugin, Upsert BPM Essentials, that adds often-requested features to SugarBPM so that administrators have direct control over processes that would otherwise require custom logic hooks to achieve. We do not currently cover your requested use case in the plugin; we are willing to add the feature if you purchase a subscription. If you would like to discuss this option in more detail and go through a demo of the plugin, please reach out via our website.

Chris