Users would like to validate that they have the right Task Contact Name by verifying the Account that the Contact is in. Initial solution was to add a calculated field to the Task that showed the Contact Account based on the Account related to the Contact…

I want to create a task that either reopens and reassigns its self to someone each week until a specific date OR have a task recreate itself each week. I know I can do a work-around with process definitions, but I'd want users to be able to create these…

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.…

Hi guys, I have a question...is there anyway to create an Advanced Report for information logged into a meeting for instance? I am trying to create a Custom Query to select the data entered into a meeting but I can't seem to gather the information to…

We have a custom module containing a 1:M relationship to Tasks module. On the Tasks Record Layout, this 'relationship field' is available for use to link a Task to a record in the custom module. On the custom module, Tasks appears as a sub-panel which…

Problem: Sales reps need to send periodic emails to clients (ie, when a client initially signs up, 3-month mark, 6-month mark, 9-month mark, 12-month mark). Sugar Support stated I would not be able to accomplish this using Advanced Workflow and suggested…

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…