Hello Sugar lovers! We're getting more and more requirements to perform actions after a date or age has been reached: sleeping opportunities, renewal reminders, escalate accounts without activity... These generally cannot be solved by a report (dashboard…

After creating a record we need to run a function in AWS Lambda, sending a special payload. I see that in the composer.json I have access to the AWS SDK for PHP in version 3. I was thinking of occupying a custom SugarBPM node for this task, I am hesitating…

Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had…

Hello All, I have a question about how the triggering of SugarBPM processes compares to the triggering of logic hooks. We have three before_save logic hooks in the Opportunities module that are indexed to run in a specific order. I'm considering replacing…

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.…

I have a relate field in Opportunities called Assigned Engineer that's related to the Users module. In the database, this field is saved as opportunities_cstm.user_id_c . I'm trying to set up a SugarBPM process that will be triggered when a user with…

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.…

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…