• 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…