Creating New Records With Process Manager : SierraCRM

Creating New Records With Process Manager

Sugar Workflow | Process Manager 4.5 Forums Process Manager Support Forum Creating New Records With Process Manager

This topic contains 0 replies, has 1 voice, and was last updated by  William Convis 2 years, 3 months ago.

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    William Convis
    Keymaster

    Process Manager supports three different ways to create new Records in SugarCRM:

    • By Template
    • By Parent
    • By Field

    By Template. When using By Template to create new Records, you will enter the name of the record that currently exists in SugarCRM and Process Manager will get this record and create a duplicate.

    By Parent. When using By Parent to create new Records, the record that triggered the process will be duplicated.

    By Field. When using By Value to create new Records, you will set each field individually. When setting the fields you have the following options:

    • By Value – set the field to a fixed value
    • Copy From Field – set the field to a value copied from a field from the record that triggered the process
    • Append By Value – append a fixed value to the field
    • Append By Field – append the field with a value copied from the record that triggered the process.

     

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