Hello,
At Synolia, we have made several tests around the Sugar ENT advanced workflows in order to see until where we can go with this great feature. And this has driven us to the following question regarding the Advanced Wokflows activities and how to use them to manage validation processes.
In our understanding, it seems difficult to manage a validation process (example : validation of an opportunity by the head of sales) without any additional development. In order to enrich our feeling, I would like to get your feedback and especially the return of experiences of partners who have answered their customers ' requirements with this feature.
Thanks
Jean-Philippe
Head of Customer Success - Synolia
Hello Jean-Philippe Lecreux
We had the same experience in Sugar Ent implementation projects.
We know that solving validation tasks demands running calculations, performing complex criteria checks, and those operations are not always covered with AW out-of-the box functionality.
In most of such cases, we use Logic Builder for Sugar to configure the necessary logic visually extending AW capabilities in orchestration of complex business processes that presupposes human tasks.
How AW extended with Logic Builder manages long lead management process you can find in this video example
In case partner audience is interested how to put validation checks into AW without development,
we could show it during one of the upcoming webinars “Let’s Practically Apply SugarCRM Configuration over Code Development”
Have a nice day,
Best Regards,
Dmytro
VP Consulting
Integros