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 send an email if the opportunity expected close date…

Hi I am trying to customize advanced workflows. I found out that it is possible to create my own actions, but is it possible to add an extra trigger so we can start an advanced workflow any other way? Kind regards Jan

I have added a custom user relation to the Accounts module for the Customer Service Rep who handles the account. Now I need to create a workflow that will assign the case to the CSR set on the account. I cannot figure out how to set this up though. The…

Hello, Accordingly to Sugar 7.8 Technical Overview, I am trying to extend the advanced workflow by followingthe exemple given (Capitallize action ). The goal is to capitallize every fields of the bean given. I created 3 files : My JSGrouping located in…