- Sugar Workflow to reassign Tasks when related Account is reassigned
Managing your Accounts in Sugar is simple when your company utilizes workflow. Process Manager 4.0 is your Sugar Workflow Solution.
This particular tutorial came from a request on our LinkedIn page, and is about updating fields on all related modules.
This demonstration uses Process Manager 4.0 to show how to set up a workflow that runs when an account’s Assigned User ID is changed. The workflow will find all related Tasks and set the Assigned User of the Task to that of the related Account.Watch Video!