Finding the parent type in BPM

[MatLudlam]

Hi I am trying to build a BPM workflow that does the following (basically sending a breakup email to someone who is not responding):

• Looks for tasks of that meet a specific criteria (easy)
• Sends the customers related to those tasks an email (the problem)
• Tags the task as being done (easy)

The challenge is that the email address is in different places depending on the parent type. If the parent is a "Lead" then it is an address on the Lead, if it is an "Opportunity" the email is in a different place.

How do I work out in BPM what the parent type is, so that I can test for it, and pick up the right data?

Thoughts, help advice etc. welcome.

[yuri]

Hi Mat,

You can use a diverging gateway https://github.com/espocrm/documenta...lusive-gateway
Depending on conditions (defined with formula in the gateway parameters: parentType == 'Lead') it will direct the flow to 2 different Send Email tasks.

[MatLudlam]

Awsome, thanks.

Is "parentType" documented anywhere? It seems that there are lots of variables used by the system like this that it would be great to know about.

Thanks

[yuri]

https://github.com/espocrm/documentation/blob/master/docs/administration/formula.md#attribute

parent is a system field name (can be obtained from Administration > Entity Manager).

[MatLudlam]

Ah thanks. I didn't know this existed, much more details than https://www.espocrm.com/documentatio...ation/formula/ which is what I usually use.

[Jessica48]

It seems that there are lots of variables used by the system like this that it would be great to know about.







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