Workflow Engine

[HenryJonesMon]

I've setup a workflow to update the TextFieldA of my contacts module. I'd like the module to be able to look to another module to set that value. I have the workflow set as, Set TextFieldA as ........

At the ..... SugarCRM lets you enter a value into a textbox. My question is, can I call a sugar value in that textbox when it loads? For example, Cases.LastName or something, and have that value render? I cannot believe the workflow engine cannot pull a value from somewhere else in the system.

[malcolmh]

Hi,

afaiaa this is not currently possible with the current workflow manager. You would need to write your own logic hook

[HenryJonesMon]

That is amazing. What kind of workflow engine cannot update fields with a previous field. How difficult is it to pass values between modules? Can anyone give me a example?

[kbrill]

Many have tried to make this happen, but it only really works if the two modules have a one-to-one relationship. For example since each contact can have multiple cases and each case can have multiple contacts, which case/contact do you want the workflow to pull the data from and which case/contact do you want to write the data to? One of those questions will be easy but the other one will not be. I tried to write this for a customer before I started to work for Sugar and I lost my shirt in the deal. We ended up working out a fairly hacked option that only worked when creating a new record not updating current records.

[HenryJonesMon]

I do have a one-to-one relationship between these two modules. How would this be done, assuming I have a 1-to-1 relationship?

[SugarDev.net]

It's a matter of placement. Sugar cannot easily get fields from other beans in the reporting module, but you can setup a field that retrieves it (a relate field - not the Studio one by the way). That field can then be used everywhere.

[kbrill]

I do have a one-to-one relationship between these two modules. How would this be done, assuming I have a 1-to-1 relationship?

Basically what you are talking about is still custom code. It would be easier to write a simple before or after save logic hook than to try to modify workflow.

Plus, did you create a new relationship between Cases and Contacts? Because the builtin one is not a 1-to-1.