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Trigger Process on Changed Field?

Question asked by Kai Opitz on Nov 13, 2019
Latest reply on Nov 14, 2019 by Yury Voloshin
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I want to trigger a process based on a change of the Assigned To user. But Sugar does only allow me to check for a user's relationship within a given object. 

BUT I just want to see if the field has changed, not to whom it changed but only that it changed.

Later on, that new Assigned To shall do an approval. 

 

It seems Sugar is unable to allow this simple requirement, or am I just blind?

(using only Sugar 8.0.1 without any addons. Just the plain Process Definitions module)

Chris Raffle
Chris Raffle Nov 13, 2019 7:41 AM
Correct Answer

Hi Kai Opitz,

 

Per enhancement request # 79259 (you will need to be a support-authorized contact to view this link), it appears that this functionality is not yet available in SugarBPM (formerly Advanced Workflow). I recommend filing a support case pointing to this enhancement so that they can weigh the importance of implementing this feature.

 

You have a few options to achieve this functionality in your current version of Sugar:

 

  1. For basic logic processing, you can create a workflow to trigger based off the Assigned User field changing. This functionality was Sugar's original workflow architecture so it is much more limited in the actions it can process based off a triggering event.
  2. For more complex processing, a custom logic hook can be developed. If you do not have immediate developer services, the company I represent, Upsert, can help you achieve your desired process flow.
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