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Is it possible to ensure a field in Opportunity updates a field in Contacts?

Peter Pavisic

Hi Team,

I have a field in Opportunity called 'Invoice Contact'. This field pops up once Opportunity 'Sales Stage' becomes "Closed - Won" and shows who it is we contact.  It works by having a searchable field of all the Contacts and then you select which one it is. Is there a way, using SugarBPM/Workflows that if the Contact is under 'Invoice Contact' in Opportunity, it can then update a field in that Contact?

  • 0

    Is your 'Invoice Contact' field just a 'Relate Field' type, or is it a One to Many relationship? If it's a 'relate field' then you can't do this using SugarBPM fore certain - if you're using an actual module to module relationship then it should be pretty simple. 

  • 0 in reply to Matthew Rosenhein

    Hi Matthew,

    The field is a 'Relate' field so looks like it can't be done hmmm.

    I may have to think of another way that this could automate.

    If I use a module to module relationship between Opp to Contact is there a way you can specify it updates only 1 contact? OR will it update all Contacts?

    Thanks,

  • 0 in reply to Peter Pavisic

    I think it may help if you provide some more information about what the filter / constraint upon the Contact records you're looking to target would be to avoid confusion. However, based on what I think you're asking I believe this could be doable. 

    What I think you want to do is the following:

    * When an opportunity changes to the value of 'Closed Won', then change the value of a field on the 'Contact' records that are what you call the 'invoice contacts'. 

    I think this is doable. I think I would create a field in Studio on the Contacts module (called "Is Invoice Contact" for example). Then you would create your Process Definition. It would have two steps:

    1. Start -> on first update of field "Opportunity Status" to a value of "Closed - Won"
    2. Action -> Change Field -> Related Module 'Contacts' with a filter constrained to 'Is Invoice Contact'==True -> Update target field to your value

    That should update the field on all contact records that are labeled as 'Invoice Contact' using the new field. 

    I can create this process with screenshots to help demonstrate if you elaborate on what field you want to change. 

    __________

    There are also probably multiple ways you could go about this, including my making a new One to Many relationship between Opportunities and Contacts that works in addition to the Many to Many relationship. I just  personally prefer to avoid adding new relationship links if I can help it. 

  • 0 in reply to Matthew Rosenhein

    Hi Matthew,

    Thanks for your explanation and help so far - I am new to being an admin in sugar so still learning/understanding how a few of our fields have been set up.

    When an Opportunity changes to 'Closed - Won' we have a dependent field that becomes available called "Invoice Contact". This is a "Relate" type field that searches any Contact in Sugar and allows you to select to anyone can see who is the Contact for invoicing.

    Are you saying if I create another field called "Is Invoice Contact" in Contacts then I can have a workflow that would tick this box when the Invoice Contact is selected? What field type what that have to be?

    Thank you