• Calling a webservice as part of a Process Author workflow?

    Hello! I'm quite new to SugarCRM. I'm trying to see if the Process Author (aka Advanced Automation) would work for us. When a lead is promoted to an account, I'd like to call an internal webservice to do additional work - such as provision a demo account…
  • Process Author - open forms

    Hi, Im trying to use the process author to allow 2 distinct users to Approce/Reject a form. I need 2 forms for this, But using Parallel GatwWay only created one form, for both of them (first who claim is the owner). I it a limitation? or I did anything…
  • Process definition not triggered

    I'm trying to use the process author feature in Sugar 7.6.1.0 but I'm having the following problem. I created a very simple process definition for the accounts module. Record created event is applied to new records only. When I create a new account, I…