Hello, I would like to implement a process that starts when a new ticket is attached to a lead. The relationship change event also works when I link a ticket to the lead via the UI. However, we also have a REST interface running that does just that…

Hello Sugar lovers! I'm trying to pimp my customer's email reminders by using images. I'd like to make some of them clickable and send the user to the record page. The use case is a reminder to provide a meeting report. The issue is that the tag I…

We have a requirement to only send a notification if the date is a weekday. If it is not a weekday wait 1 day and try again. How can I add a check to see if today is a weekday?

Hello, we are probably not the only one to facing the issues with SugarBPM Business Rules screen when you are manipulating dropdown with "long" label. As you can see on the screen shot bellow, the selected record AND the dropdown element picker…

Hi there, I have a scenario in which access to a record depends on a field of said record. In Sugar 12.0, I've created a BPM that triggers upon creation of update (if that field changes). I am able to add the "global" team if condition A is met, and…

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…

Hello everybody! My team and I wanted to use the First Response fields that are available in Sugar 10. We were planning to use it to get a better view of SLAs and deliver better customer experience. Following the documentation we found that Business…

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…

Hello, we would like to notify users on new processes by email and allow them to directly jump into the process. Right now we can only link them to their dashboard/process list and have them click through the view. So right now i do not see a way…

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…

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.…