Add the "Notification" modules in the list of available module for the BPM "Add Related Record"

Hello,

I want to know it someone know if there is an easy way to add the "Notification" module available in the list of the available modules for the BPM "Add related record" Action ?

The purpose is simple : I want to notifiy some users without sending an email or assigning an activities.

Best regards,

Fred

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  • Hello Frédéric,

    It takes a few clicks for Sugar Admin to employ the Notifications module with no-coding with Logic Builder tool

    E.g. here is a tiny flowchart that makes Sugar notify Account's ex-assignedTo that they are not responsible for the Account anymore:



    On Zip package is generated from the drawing with a click and installed into Sugar with Module Loader, the automation takes the stage - if AssignedTo for "Trait Institute Inc" is changed from Jim to Will, than Jim is Notified:


    The same configuring approach works in case Sugar Admin likes to use SugarBPM to manipulate other modules records - with neither no-coding nor SugarBPM custom enhancements - just like it is shown in this Club post:
    https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/4575/using-sugarbpm-to-change-child-teams/22738

    Would you like me to show an example of how that configuring could be done on the Notifications module within SugarBPM Process Definition by Sugar Admin?



    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hello Frédéric,

    It takes a few clicks for Sugar Admin to employ the Notifications module with no-coding with Logic Builder tool

    E.g. here is a tiny flowchart that makes Sugar notify Account's ex-assignedTo that they are not responsible for the Account anymore:



    On Zip package is generated from the drawing with a click and installed into Sugar with Module Loader, the automation takes the stage - if AssignedTo for "Trait Institute Inc" is changed from Jim to Will, than Jim is Notified:


    The same configuring approach works in case Sugar Admin likes to use SugarBPM to manipulate other modules records - with neither no-coding nor SugarBPM custom enhancements - just like it is shown in this Club post:
    https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/4575/using-sugarbpm-to-change-child-teams/22738

    Would you like me to show an example of how that configuring could be done on the Notifications module within SugarBPM Process Definition by Sugar Admin?



    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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