Daniel Garrard

SugarBPM Issue Adding Related Record

Discussion created by Daniel Garrard on Mar 30, 2020
Latest reply on Mar 31, 2020 by Daniel Garrard

Hello, I am experiencing an issue creating a Process Definition that involves an action, adding a related record.  The process is triggered from the Opportunities module if a checkbox field is ticked.  Part of the process includes adding a related record in a custom module (labelled Invoices).  A number of the fields within the Invoices module are set to be Required fields but are also Dependent upon other fields within the module. The problem arises as the settings of the action for adding a related record demand that any field that is set as Required be populated.  This is regardless of whether their dependency has been triggered.

Does anyone know of a way around this please?  I am able to work around it by removing the Required status of those fields but this may result in those fields being left blank when the record is further edited by the user.

I am running on premise version 9.0.2