Good morning fellow Sugarians.
I came today with yet another question
The question : Can we force to "recalculate fields" via BPM ?
And here are more details :
The system :
Our Case module has 2 contacts linked to it. Contact1 is the regular one while Contact2 is a custom field. Contact2 can be populated manually by the user, or if empty when saving, it will copy the personn in the Contact1 (let's call this RuleA)
When we send a specific communication, it is to sent to the Contact2
The scenario:
- Our contact John Doe has the flag XY in his contact page changing to "false"
- When this happens, a BPM will start, creating a case "Update adress" under this contact
- A second BPM starts when "Update adress" is created, sending an email to the contact. This email has to related to the case and not the person.
The problem :
My email has to be sent to the Contact2. Because it is a custom, i don't have it as an option when creating a case in BPM.
Because creating a record via BPM does not go through "saving", it does not activate RuleA.
I could solve this issue by recalculating the fields of the created case. But not sure how to do it automaticaly.
Thank you for taking the time to read my long message.