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Process Author - Add fields from modules

Question asked by Aravind Kumar on Sep 27, 2017
Latest reply on Sep 27, 2017 by B_Canales

Hi Guys,

 

I am trying to create a workflow, The process has to check a date field from `Product` Module but I didnt see availabe datetime fields from `Product ` Module, As i can get are the Created and Date Modified.

 

Relationship: Product (one) -to- Task(Many)

 

Refer the following Image:

I am linking for custom field in Product module like `Delivery Date`. 

 

I have went through sugar doc and other community questions related to similar topic.

Process Author - Add related record 

 

So after checking the above, I tried to add new relationship between module.

 

Relationship: Product (Many) -to- Task(Many) But still i couldnt able to get the fields in my Workflow,.

 

Can someone help me to understand how can i add fields to the options, I didnt see any document availbe for it. 

 

As per SugarCRM doc: All fields are automatically available in workflows by default.

But its up to Sugar 6.5.13 from Sugar 7.x all fields are availbe by default.

REF: http://support.sugarcrm.com/Knowledge_Base/Workflows/Making_Custom_Fields_Available_in_Workflows/ 

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