• Date and age-based alerts: SugarBPM or scheduled job?

    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…
  • Has anyone done the connection with AWS Lambda?

    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…
  • Problem with triggering BPM process

    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…
  • How to set a field equal to another field in SugarBPM

    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.…