• Missing create button for smart guide templates

    Hi! I have an On-premise site that I just upgraded to 13.0.1. And I have a regular user with all permissions to all smart guide templates modules, and specifically de Admin & Developer permissions. But when he access to the Smart Guide Templates…
  • How can I activate Sugar Automate (Customer Journey) for the Mobile app?

    Hello fellow developers! Today morning I was looking the content in the SugarCRM youtube channel, and found this video: https://youtu.be/uQD8o2jsHv4?t=15 Here we can see that there is a way to open Sugar Automate (Customer Journey) as a tab in the Mobile…
  • Customize Customer Journey Plugin

    I am trying to customize customer journey plugin code . On click of complete checkbox on milestone task , it should display custom warning instead of completing milestone. How can I customize " completeActivityClick" function code so that it will be upgrade…
  • 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.…
  • 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…
  • Extending Customer Journey by code

    Hi all, I'm working with the Customer Journey plugin on Sugar 8.3 (Cloud). I would like to extend its features. One my need is to print a drawer in the record view of the opportunity module after a task validation. I've noticed that all the elements are…