• How to search Process Management by record name?

    Hi, thanks for taking the time to look at this query. When troubleshooting Process Definitions, the Process Management page is very useful under /#pmse_Inbox/layout/casesList However, with 80k processes, you cant rely on "next 20 records" to try and identify…
  • Automated email template based on survey answers

    Hi there, I would like to create a survey in sugarcrm. Survey will have 10 questions, each question will have different options. The responses from each user should save in to the sugarcrm database. Once user replies to the survey (when a record is updated…
  • Process Definition is not working with assigned user and change field actions

    Hi All, I am trying to create one process definition with actions assigned user( to assign one user) and change field ( to update team) based on condition which I mentioned in start for newly created records. But when I enable that process definition…