• User's Manager in BPM

    We have a business process that requires the assigned user's manager to be assigned a task to carry out some required actions. We cannot see how this can be achieved within the Business Process Definition.   How...
    Greg Barrass
    last modified by Greg Barrass
  • Stagnant Opportunity Reminder

    We have implemented a Stagnant Opportunity Business Process Workflow, but have a minor problem that the past 1 day reminder is still occurring even when the Opportunity is Won.   I think its where I have positio...
    Greg Barrass
    created by Greg Barrass
  • Change assigned-to of Contact to match assigned-to of its parent Account?

    I need to create a Process to do the following:  change the Assigned To field of any Contact wherein the Assigned To field of the Contact's parent Account does not match, to be the same User in the Assigned To of...
    Robert McAnally
    last modified by Robert McAnally
  • Stagnant Opportunity Reminder

    We have implemented the SugarCRM Stagnant Opportunity Reminder and generally it is working well. However, we think there may be a design problem and would appreciate advice on how to fix.   The Start Process inc...
    Greg Barrass
    last modified by Greg Barrass
  • Automatically route emails in Test environments

    How do I automatically set all emails to route to a specific email (or set of emails) when they are coming from a development/Test environment?
    scott macleod
    last modified by scott macleod
  • Auto Email Quote & Auto create Opportunity from Quote

    I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the qu...
    Steve Silliker
    last modified by Steve Silliker
  • Transfer a related user to an assigned to on a parent record

    We are trying to transfer a secondary related user (Sales Rep) from an account request to be the Assigned To of the parent Account once the request is complete. How would I go about doing this. I have tried looking t...
    scott macleod
    last modified by scott macleod
  • Add a link in an email template that will take users of a self-service process to the record where they can claim the process?

    I want to send users of a self-service process an email with link they can click on that will take them directly to the screen where they can claim the process.    Specifically, this process is kicked off w...
    Greg Billings
    last modified by Greg Billings
  • HOW TO SEND Workflow Email WHEN Expected Closed Date Past 1 Day

    This request has come up again. I am on the latest version of on premise. Can anyone help?     I am trying to create a workflow and/or (business process author) for new and updated opps. where I need to ...
    delsugar
    last modified by delsugar
  • add related record based on unique value

    I have a process definition that creates a related record when a case is created with specific criteria. The case and the related record (Nonconformances)  have a field (Batch) which is a unique value. How can I ...
    Kristen Dougherty
    last modified by Kristen Dougherty
  • Appending data on multi select field via SugarBPM

    Hello friends,  Have anyone tried to append data on a multi-select field using sugarBPM? I have a "trade show" dropdown list for our Leads module. multiselect   Some leads we imported from a tra...
    MichellePang
    last modified by MichellePang
  • Change Custom related Module field in Process Definition

    Hi,   we are trying to enhance the Task module with some custom fields to enrich the information for users and to set some fields in the Task on Approval / Reject from a SugarBPM process.   Therefore, we a...
    Kai Opitz
    last modified by Kai Opitz
  • Trigger Process on Changed Field?

    I want to trigger a process based on a change of the Assigned To user. But Sugar does only allow me to check for a user's relationship within a given object.  BUT I just want to see if the field has changed, not...
    Kai Opitz
    last modified by Kai Opitz
  • Time to Resolution cases

    We have been waiting for the opportunity to capture case duration. After upgrading to 9.1 on cloud, we found ourselves with the Resolution Date already in the Cases record view, so users began using it, up until case ...
    Missy Brooks
    last modified by Missy Brooks
  • Start BPM when a New Employee Record is Created

    I want to BPM to kick off a list of tasks for various teams when a new employee record is created. Employees is not listed in the available modules in either Process Definitions or Process Email Templates.   Is ...
    Greg Billings
    last modified by Greg Billings
  • SugarBPM updating Comment Log

    WIll advanced workflow (AKA SugarBPM) be able to update a Comment log field / Record?
    lee Ingham
    created by lee Ingham
  • SugarBPM Evaulating dates to set statuses

    Im Trying to use SugarBPM to evaluate and set a status when a date field (in this case when a Date of last activity changes)   the scenarios are as follows   1. When last activity date changes > set s...
    lee Ingham
    created by lee Ingham
  • Heads-Up regarding emails in Processes in Release 9.1.0

    I had a little surprise this weekend with release 9.1.0 that I'd like to share:   For "send email" in the BPM in in release 9.0.1 and prior, you could start to type the name of a user in the "TO", "CC", or "BCC"...
    Bud Hartley
    last modified by Bud Hartley
  • Automatic case update email from user email address

    We support multiple brands. I would like to send automated emails with notes from case updates to the contact associated with the case.  I have done this with both Workflows and Process Definitions but both only ...
    Bob Schumann
    last modified by Bob Schumann
  • Sugar BPM / Advanced Workflow future/current/past comparisons

    Hi,   I'm writing some business workflows in 9.0.1 Enterprise and I'm following a design similar to:   https://community.sugarcrm.com/thread/34139-using-advanced-workflow-to-identify-overdue-records  ...
    Steven Cox
    last modified by Steven Cox