Is it possible with an out-of-the-box Advanced Workflow event to check for existing records? Then if something exists, update that record. If not, create a new record?
Here's an example workflow I'd like to build: When a new Sugar Case is created or updated, based on a custom Case field (we'll call it email2), check to see if a Contact record already exists with a primary email address that matches the Case record's email2 value. If a Contact does exist, update the Contact. If a Contact does not exist create a new Contact.
If it is not possible out of the box, would it be possible to create a custom Advanced Workflow event to handle this sort of thing?
Thanks!
Hi Chad Hutchins,
The blocker here is the search of unrelated Contacts. Everything in Advanced Workflow Process Definitions involves relationship to the target record that triggered the process. So, you could search Contacts related to the Case, but that does not sound like what you want.
I am also unaware of what goes into the development of custom process elements, but I imagine it's a rather extensive process and may not be upgrade safe.
I believe this could be resolved with a fairly simple logic hook and recommend considering that approach. Are you familiar with logic hook development? Are you at all interested in that option?