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Can I use Workflow to auto-create a Custom module record for a related Account when a Custom module record is created for a related Contact?

Question asked by vivisun.jay vivisun.jay on Oct 10, 2014
Latest reply on Oct 22, 2017 by Kannan M
SugarCRM Professional v7.2.2.1

Can I use Workflow to auto-create a Custom module record for a related Account when a Custom module record is created for a related Contact?

I have created a custom module called Programs that has a many-to-many relationship to Accounts and a many-to-many relationship to Contacts. The module is working and I am able to successfully link Program records to both Accounts and Contacts, respectively.

I'd like to setup a Workflow or other solution, such that when I create a Link between a Program and a Contact, that on save or on schedule another link is created between that same Program and the Account associated with the Contact. Right now the user has to take two actions, create a link between Program and Contact and create a link between Program and Account.

All advice is appreciated. Thank you.

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