Hello, I just imported a custom module to my production called "processing." We also imported two process definitions that use this custom module and two existing modules (Accounts & Contacts). In production, we cannot edit any of the action nodes…

Dear friends, I am looking at what would be the best way to Auto Close inactive support Cases (Sugar Sell Advance (cloud) 13.2, soon to be 13.3) Our support guys are busy and regulary end up with 100's of 'Assigned' cases. Going back and closing them…

Hello devs, I have a process definition to send an automated email to the specified contacts if certain conditions are fulfilled. I have been receiving a lot of exceptions in my sugar log regarding the email address missing while attempting to send…

Is it possible to create a process definition where upon a quote status changing to a certain perimeter, the system with populate a field on the Account record with a list of the line items used in that quote? This way, we can see that list when future…

Process Definition allows me to select a fixed/specific user or a user based on a role such as record owner, supervisor, etc. However, I want a select/dropdown menu of users and use that to assign a record. How can I achieve this?

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…

Hi team, I'm trying to design a fairly simple process that will do 2 things: Send an email to the assigned user when opportunity expected close date is 8 days away Send an email to the assigned user when opportunity expected close date was yesterday…

Hoping to be pointed in the right direction... Sugar Enterprise v10.3 We now send out a lot of auto emails [process email templates] triggered from many different process definitions. What is the best practice method to get these emails linked to…

Any help with this will be appreciated, as always... the effect is the same in a few different places so this explanation is generic. New record created via API from our website (new printer registration record (registration custom module)) The…

I expect this will be obvious when somebody explains it but I have been unable to find a reason in the documentation... Appreciate any pointers - thank you :-) (Enterprise Cloud v10.1)

I have created one process definition and activated. In PD it check for the Module's related module. If related module has some specific values then process trigger mail to user. I am creating records in Target module through API. I have set it for…

I hope this is a relatively simple question. In Sugar 9.x, what order does the process definition triggering event fall in relation to LogicHooks? Is it an after_save or a before_save event? What is the order of the event in relation to other Logichooks…

Hi, I tried to use below if else one-by-one in process email template html code but email comes with code and conditions are not working. 1. {if $ check_service_c =="Yes"} sometext {/if} 2. <!--{if $ check_service_c =="Yes"} sometext {/if}--> 3. <!--…

Hello, trying to figure out if this is possible within Process Definition or if needs to be coded. I'm trying to set off a chain of tasks that need to be created based on a date in the future. For example, let's say an annual conference event date field…