• Remove a team via SugarBPM?

    Hi there, I have a scenario in which access to a record depends on a field of said record. In Sugar 12.0, I've created a BPM that triggers upon creation of update (if that field changes). I am able to add the "global" team if condition A is met, and…
  • Stopping BPM/Workflows triggering on $bean->save()

    Hi all. I'm doing a semi-custom import using CSV data with some conditionally formatting and record creation. I don't want any workflows firing when these records are saved using $bean->save(). I do want logic hooks to still fire but not BPM/Workflows…
  • Workflow conversion to BPM - URL Fields not working in BPM but do in old Workflow

    Hi everyone. I am converting one of our old workflows into the new BPM. However on this we use alt text plus a link to feed into our survey feature. On the old workflow we do the following: http://[URL].com/?=9&nme={::future::Opportunities::contacts_opportunities_1…
  • How to import or populate Contact on Case

    Hello! I've been learning Sugar for the past few months. I've setup some workflows for notifying portal users when their case changes status. This WF uses the Contact Subpanel to get the recipient to send the notificacion via email. However when…
  • Reply customer with email for new case

    Hello! Our bussiness has the create case from an inbound email implemented right now. Just like the next guide: https://support.sugarcrm.com/Knowledge_Base/Email/Automatically_Creating_Cases_From_Inbound_Emails/ We had the auto reply email configured…
  • How to create a custom PMSE action with the possibility to set a parameter

    Hello, I want to know if someone know "How to create a custom PMSE action with the possibility to set a parameter" in Sugar. We went through this documentation : https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Architecture…
  • Connect a related record via Workflow

    Hi, quite simple question. I have Module A and Module B. In Module A there is a new record created by incoming Mails. Some Values of the Record are set by the Subject of the Mail via Workflow. In This context i'd like to relate/connect that record to…
  • Workflow set 'Field' as value of related module 'Field' value

    Hi All, I am working with sugarcrm 8.0.1. I need to set 'Field' value as value of its related module field when creating record using the workflow. How can I do it ? Please help me to find a solution
  • How to create a Workflow Custom Action in 7.7

    I'm a new developper of a SugarCRM 7.7 application. It's now a very big application and we can't upgrade for the moment. I saw that there was a best practise to do it in SugarCRM 7.8. Howerver, I've not found any docmentation and anybody in the same case…