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Sugar BPM between Contacts and Accounts

Phuong Trinh

Hi everyone, 

I want to create a BPM which helps us to track the number of main contacts of all the accounts and send a email alert if the number of main contact is not equal to 1

In the module "Contact", Main contacts are identified by a checkbox field renamed “Principal Adhérent”.
in the “Account” module, we already have a calculated field which allows us to count the contacts whose checkbox checked is "Principal Adhérent" (this field count the number of mains contacts of each account).

Here is my workflows : 

Start Event : context : for New records and all updates

Context is when a new contact is created or updated and the "Principal Adhérent" is different to 1.

1st branch indicates that if the number of main contacts is greater than 1, then the “Principal Adhérent” field is unchecked.



2nd branch indicates that if the number of main contacts is null, then leave the “Principal Adhérent” field checked.



Once the BPM has checked these conditions, I want to send a notification to the assigned person (by emails)



My current process doesn't work. Can you help me adjust my workflow?

With exclusive gateway, it must have a default Flow ? 

And i don't know how to use the parallel Gateways in my case.

Best Regards, 

Phuong.

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  • 0

    Hi  ,

    A default path for exclusive gateway is considered best practice but not required for a process definition to function. A default path ensures any gaps in your routing criteria are covered. Without a default path identified, if a record does have a gap in your routing criteria, it will create a hung process since it doesn't have a path to proceed. 

    With regards to your process design, you don't need to use a parallel gateway element. If you want both of those actions to generate the same alert, then feed those actions directly to the alert. If you only want one of those actions to send an alert, then feed the other action directly to the end event. Parallel gateways are intended to be used where you want multiple paths to happen simultaneously, so there should be a minimum of 2 outgoing paths from a parallel gateway for it to be considered valid. 

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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  • 0

    Hi  ,

    A default path for exclusive gateway is considered best practice but not required for a process definition to function. A default path ensures any gaps in your routing criteria are covered. Without a default path identified, if a record does have a gap in your routing criteria, it will create a hung process since it doesn't have a path to proceed. 

    With regards to your process design, you don't need to use a parallel gateway element. If you want both of those actions to generate the same alert, then feed those actions directly to the alert. If you only want one of those actions to send an alert, then feed the other action directly to the end event. Parallel gateways are intended to be used where you want multiple paths to happen simultaneously, so there should be a minimum of 2 outgoing paths from a parallel gateway for it to be considered valid. 

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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