• Introduction to the Sugar Frameworks

    My latest post on the 4 Sugar Frameworks can be found at sugarcrm.substack.com/.../sugar-framework
  • Date and age-based alerts: SugarBPM or scheduled job?

    Hello Sugar lovers! We're getting more and more requirements to perform actions after a date or age has been reached: sleeping opportunities, renewal reminders, escalate accounts without activity... These generally cannot be solved by a report (dashboard…
  • Has anyone done the connection with AWS Lambda?

    After creating a record we need to run a function in AWS Lambda, sending a special payload. I see that in the composer.json I have access to the AWS SDK for PHP in version 3. I was thinking of occupying a custom SugarBPM node for this task, I am hesitating…
  • How to create a custom PMSE action with the possibility to set a parameter

    Hello, I want to know if someone know "How to create a custom PMSE action with the possibility to set a parameter" in Sugar. We went through this documentation : https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Architecture…
  • 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 SEND Workflow WHEN Email Expected Closed Date Past 1 Day

    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…