• Process Definition: Cannot edit change field action type

    Hello, I just imported a custom module to my production called "processing." We also imported two process definitions that use this custom module and two existing modules (Accounts & Contacts). In production, we cannot edit any of the action nodes…

  • User Module not available in SugarBPM / Process Definitions?

    Hi, im really shocked 'cause it seems, that the user module is not available in SugarBPM. My idea was: Sending a Mail to the user where a specific field value is set or changed. For example: If the user field is "active" an email will be send to…

  • SugarBPM: Start Event Relationship Change not working via REST?

    Hello, I would like to implement a process that starts when a new ticket is attached to a lead. The relationship change event also works when I link a ticket to the lead via the UI. However, we also have a REST interface running that does just that…

  • How to add custom link button in email template

    Hello All, I am using Process Email Templates to send Process Definitions. Custom module have url fields say, url = " ">https://abc.com/?id=A123" TinyMCE encodes a[href] Fields Selector {::Modules::url::} to %7B%3A%3AModules%3A%3Aurl%3A%3A%7D…

  • Allow changes to field values to be tested for within a BPM flow

    As part of an opportunity approval flow, I need to check if the user has increased the Likely amount. To do this, I need to be able to set a test within an exclusive gateway to detect if a module field value has changed. We can do this within the start…

  • Process Definition not Triggered from $bean->save()

    Hi everyone. I am struggling to figure out why, but a process definition that uses the "Changes" method is not firing when a logic hook is using $bean->save(). The changes is a simple "No to Yes" but when saving the record it doesn't go into the processes…

  • Is it possible to trigger a logichook after the process definition has complete the process ?

    Hi All, I want to do verify the data change after Process Definitions has ended saving?

  • case_number (Case module) field is not working on Process Email Template

    Hi there ! I'm facing a strange issue. The field case_number is not processed in my email template when I'm sending a notification through a workflow. Customer is complaining about this issue but the version of Sugar hasn't changed since June 2018 …

  • Most Useful Process Definitions

    What are some of the most useful process definitions that you have added to your business? Ones that changed the way you work and saved time. What was a game changer for you?

  • Create a task reminder on receipt of email

    Hi, I need to create a scheduled task for a contact owner when an email is received from a customer (emails will only be received as replies from our users, so the contact will have already by setup in ALL instances). The purpose of this would be…

  • Best practice for trigger a process definition after a long period of time.

    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…

  • How to reopen a case automatically when a new email is received(using Process Definitions)?

    Hi, I'm using Sugar 8.0.3 Enterprise, how can i re-open an existing closed case(Status: Closed) when a new email imported via email to case functionality has the matching Case Number[Case Macro] on the subject ? I note that Emails is not a module…

  • Process definition

    Hi , I am not able to see related module in process definition can any body guide me. Like Target Module: Account And I want to update the associated Contact where Account & Contact have M:M relationship.

  • How to add process email template with non related module fields ?

    Hi All, I need to add the process email template with non related module fields. Please advise me how to add the non related fields with process email templates.

  • Process definition Module : Activity read-only feature not working

    Hello All, I working with Sugarcrm 8.0.1 to set form fields readonly after the first update.But the fields to set readonly feature is not working .Please help me solve this issue.

  • Process Definition is not working with assigned user and change field actions

    Hi All, I am trying to create one process definition with actions assigned user( to assign one user) and change field ( to update team) based on condition which I mentioned in start for newly created records. But when I enable that process definition…

  • How to define Logic hook alongside Advance Workflow?

    Hello, let's assume, that I want to create Logic Hook and Advanced Workflow without timer. Advanced Workflow (Process definition): will run on Leads New records only criteria is Lead source equals "Newsletter" and result will be, that this Lead will have…

  • How to compare new value and old value in Sugar 7 Enterprise Process ?

    Hello guys, We have move Sugar 7 Pro to Sugar 7 Enterprise. Now, we can use Process module instead of Workflow module. This is Workflow, we need to migrate to Process (Opportunity Module): 1) "Opportunity" create/update Save . 2) Custom text field "Job…

  • After_save logic hook not executed when a Process Definition creates a new record

    This logic hook checks whether a record is new and a checkbox is checked, then links an account to the record based on the related contact. It works perfectly when a user creates a new record, but not when created by a process definition. The process…