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How can I activate Sugar Automate (Customer Journey) for the Mobile app?

Angel Ruiz

Hello fellow developers!

Today morning I was looking the content in the SugarCRM youtube channel, and found this video: 
https://youtu.be/uQD8o2jsHv4?t=15

Here we can see that there is a way to open Sugar Automate (Customer Journey) as a tab in the Mobile app:


This is something I have seen as a first time. 

Anyone know if this is into the administration of Sugar or is it a development? 
Have been looking for awhile into the documentation but couldnt find an answer.

Thank you so mucho in advance for the attention. 

Best,
Angel Ruiz
TCP

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  • 0

    Hi ,

    I can't find a way to achieve this in Sugar 13. I thought it might be possible with tabbed layouts since you can configure Smart Guides to show as tab on the record view. I changed the standard record view and the mobile detail view for the Accounts module in Studio to tabbed layouts and I also changed the Smart Guides to show as the last tab for the Accounts module. The change was reflected in the desktop version, but the mobile version did not look any different. While Studio allows you to change the mobile layouts between 'panel' and 'tab', it doesn't appear to support anything other than a single panel since there are no options to add additional panels like you see with the record view.

    The screenshot you show was back when the product was still named Customer Journey, so perhaps this was possible through configuration when it was a standalone product.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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  • 0

    Hi ,

    I can't find a way to achieve this in Sugar 13. I thought it might be possible with tabbed layouts since you can configure Smart Guides to show as tab on the record view. I changed the standard record view and the mobile detail view for the Accounts module in Studio to tabbed layouts and I also changed the Smart Guides to show as the last tab for the Accounts module. The change was reflected in the desktop version, but the mobile version did not look any different. While Studio allows you to change the mobile layouts between 'panel' and 'tab', it doesn't appear to support anything other than a single panel since there are no options to add additional panels like you see with the record view.

    The screenshot you show was back when the product was still named Customer Journey, so perhaps this was possible through configuration when it was a standalone product.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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