• SugarBPM - Extending PMSEEmailHandler

    Hi, I've been trying to extend PMSEEmailHandler.php, located in modules/pmse_Inbox/engine/PMSEHandlers/PMSEEmailHandler.php. What I'm trying to accomplish is creating an Email record of the email that is being sent by a process and relate it to the record…
  • How to append text to a text field in SugarBPM

    In SugarBPM, is there a way to append a string to a text field? I'm trying to create a workflow that will append the name of a related opportunity to the name of a task when new tasks are created by Customer Journey using a Customer Journey template.…
  • Problem with triggering BPM process

    I have a relate field in Opportunities called Assigned Engineer that's related to the Users module. In the database, this field is saved as opportunities_cstm.user_id_c . I'm trying to set up a SugarBPM process that will be triggered when a user with…
  • How to set a field equal to another field in SugarBPM

    I'm trying to set up a SugarBPM process that will be integrated with a Customer Journey. The first task in the Customer Journey calls for assigning an Engineer to an Opportunity. The several subsequent tasks have to be assigned to the Engineer above.…
  • How to use SugarBPM to trigger activities in Customer Journey

    Hi All, I'm looking for help with making SugarBPM work with Customer Journey. We have a Customer Journey shown in "CS screenshot", where the completion of a task called "Create Pricing Tool" triggers the next task called "Pricing Tool Review by MS Leader…