• Emails from BPM are not being linked to parent record

    Hello, I have a Process Definition that sends emails to the primary email address in accounts, I'm using the sugar email ID to link these into the Emails subpanel for the proper account, however, over the Email record the parent Account is not being…
  • 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.…