• case_number (Case module) field is not working on Process Email Template

    Hi there ! I'm facing a strange issue. The field case_number is not processed in my email template when I'm sending a notification through a workflow. Customer is complaining about this issue but the version of Sugar hasn't changed since June 2018 …
  • How to define Logic hook alongside Advance Workflow?

    Hello, let's assume, that I want to create Logic Hook and Advanced Workflow without timer. Advanced Workflow (Process definition): will run on Leads New records only criteria is Lead source equals "Newsletter" and result will be, that this Lead will have…
  • How to compare new value and old value in Sugar 7 Enterprise Process ?

    Hello guys, We have move Sugar 7 Pro to Sugar 7 Enterprise. Now, we can use Process module instead of Workflow module. This is Workflow, we need to migrate to Process (Opportunity Module): 1) "Opportunity" create/update Save . 2) Custom text field "Job…
  • After_save logic hook not executed when a Process Definition creates a new record

    This logic hook checks whether a record is new and a checkbox is checked, then links an account to the record based on the related contact. It works perfectly when a user creates a new record, but not when created by a process definition. The process…