by eggsurplus

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

Free 30 day trial
Try it Now

#2913 - Change field Assigned user automatically with some rules

Closed General Question created by sviswanath Verified Purchase 2 years ago

Hi Support,

We are trying to create a workflow where "Assigned To" field needs to be changed based on the Modified Task owner of specific subject. Few rules apply though.
- Only applies when 'Assigned To' is "Admin"
- When a Task with Subject "Follow-up" is closed.
- 'Assigned To' filed to be changed to Person closing the Task i.e. Task 'Modified by'
- Should Change 'Assigned To' only for the first time.

Eg.
A lead signs up on website. New Lead created is created in CRM alongwith Task with Subject 'Follow-up' and 'Assigned To' field is 'Admin'.
Lead is autodialed through the another system and Agent 'X' attends the call. After the call, Agent 'X' closed the Task.

We would like to 'Leads's 'Assigned To' field to be changed to 'X'

Could you help us in creating a workflow for this?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    2 years ago

    Hello! Process Manager would be perfect for this. The team behind it may need to hop on a call with you to work out some of the requests such as changing the Assigned To only the first time, but it all sounds doable. Their product can be found at http://sugaroutfitters.com/addons/process-manager-enterprise.

    Good luck!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "The features are exactly what is needed to turn a SugarCRM CE into a Teams based CRM."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.