• 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 ...
    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...
    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
  • 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
  • Set up inbound email to update a specific record

    Use Case: use tasks or other modules to log questions with non-sugar users, and we would like Sugar to notify the task owner that the intended recipient has replied with X response. How do we go about setting this up?
    scott macleod
    last modified by scott macleod
  • SugarBPM - opting-out an email address via a BPM process when a contact field is changed.

    Just trying to get my head around SugarBPM - and hit a snag. Ive setup a 'processs definition' for the contacts module that fires when a user changes one of the fields in contacts ("Status") from active to non-active....
    Nigel Kerby
    created by Nigel Kerby
  • Process definitions - Field evaluations for multi-select fields

    I am using v7.8 Enterprise edition.    So let's say I have a multi-select field with the following values: - A - B - C - D - E - F - G   I want values A, B, and C to each trigger their own ...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • Emails sent from advanced workflow end event have blank fields

    We have a process definition which triggers off record creation in a custom module. If we send an email from a "message" event, it works fine. The email can include fields from the main module and any related modules....
    Aaron Kerr
    last modified by Aaron Kerr
  • Can I use the same field in 2 different tabs ? on the same Module?

    Hi Team,   I have a field called 'Platform' that I would like to show in 2 different tabs under my Accounts module. Is this possible?   If not, does anyone know how to create a field that would copy the se...
    Peter Pavisic
    last modified by Peter Pavisic
  • Tracking Cumulative Case Duration

    Our support teams use a drop-down list of time options to document the cumulative they spent overall on customer cases. They've used this same dd & field since 2008, as there was no way to really calculate the amo...
    Missy Brooks
    created by Missy Brooks