Assigning task to a record owner and their specific team through PD

Hi,

I have created a process definition which triggers when a particular event is completed. The action is to create a task and assign it to the record owner and the specific team of that record owner. For example, Task 1 created and assigned to X and X's Team. Task 2 Created in this case the record owner is Y to assign it to Y and Y's Team.

Currently the task is being assigned to the record owner but not their team. If I assign it to the a team through PD, it allows me to assign it to one specific team, but I want the teams to be changed based on the Record owner

Is this possible through process definition ?

Thanks

Saagar Vashisht

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0 Chris Raffle over 1 year ago

Hi saagar vashisht,

The 3.0 release of our Upsert BPM Essentials plug-in is now available and includes a BPM action for inheriting the team set from any parent relationship! Once the action is added to the design, you specify the parent relationship to leverage and how to inherit the teams (replacing the existing teams or appending to the existing teams):

Our plug-in also has an action to inherit any user relationship from a parent record as well so using one or both of these features in SugarBPM allows you to efficiently route records with the proper ownership and visibility, and best of all, no code.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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0 Chris Raffle over 1 year ago

Hi saagar vashisht,

The 3.0 release of our Upsert BPM Essentials plug-in is now available and includes a BPM action for inheriting the team set from any parent relationship! Once the action is added to the design, you specify the parent relationship to leverage and how to inherit the teams (replacing the existing teams or appending to the existing teams):

Our plug-in also has an action to inherit any user relationship from a parent record as well so using one or both of these features in SugarBPM allows you to efficiently route records with the proper ownership and visibility, and best of all, no code.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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Vote Up 0 Vote Down

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