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Process Author: Can it do workflows for related records?

Question asked by Johannsen Quinio on Jul 6, 2015
Latest reply on May 24, 2017 by Brad Gunn
I am playing around the advanced workflow engine of SugarCRM 7.6. It does pack a lot of functionalities that the old workflow engine cannot do. However, i still could not figure out if this is capable of creating workflows that has something to do with the related modules.

A sample use case that i would like to run would be, if an existing lead record has a related call record which has a status of held, i would like to create a task automatically assigned to myself to send a follow up email.

Is ProcessAuthor capable of this? I see that there are still lacking tutorials for this and i wish SugarCRM can come up with materials to get users up to speed.

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