Professor M wants to ensure that every new applicant is assigned an Admissions Advisor. Applicants with a last name beginning with the letters A-L or special characters are assigned to Matthew Aysman. Applicants with a last name beginning with the letters M-Z are assigned to Ackburr Bahabialila.
Note: because this feature leverages Advanced Workflow, it is only available in Enterprise and Ultimate versions of Sugar.
Advanced Workflow is used to assign an Admissions Advisor to new applicant records.
A Process Business Rule named Application Routing by Applicant Last Name contains the logic on how applicant records should be assigned to users.
A Process Definition named Application Routing uses the Application Routing by Applicant Last Name Process Business Rule to automatically assign an Admissions Advisor to new Applicant (Lead) records. Already existing records and newly updated records are not affected by this Process Definition.
The Application Routing by Applicant Last Name Process Business Rule and Application Routing Process Definition are both created in the Import Application Routing Process Definition REST API call that is part of ProfessorM_PostmanCollection_AdvancedWorkflow.json. The API call uses the multipart/form-data format to send Application_Routing.bpm (which includes the Application Routing by Applicant Last Name Process Business Rule and Application Routing Process Definition) and the ID of the Application Routing by Applicant Last Name Process Business Rule. A second API call named Enable Application Routing Process Definition enables the Application Routing Process Definition, which is disabled by default.
No custom code was written as part of this feature.
The pull request associated with these changes is #91.
Ensure you are using an Enterprise or Ultimate edition of Sugar and that you have inserted the sample data using ProfessorM_PostmanCollection.json and ProfessorM_PostmanCollection_AdvancedWorkflow.json.
Create a new Applicant record and save it. Note that a user is automatically assigned to the Applicant record.