Dynamically Creating Customer Journey Tasks with SugarBPM?

Hi Everyone!

I'm seeking to find out what is best practice when it comes to dynamically creating customer journey tasks for an active customer journey, using SugarBPM workflows? 

For example, if an agent completes a particular stage/task of the customer journey, and certain conditions are satisfied, then a SugarBPM triggers and creates a set of customer journey tasks appearing after the completed task. 

I'm curious to find the ways in which people are achieving this?

Thanks

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  • Hi Ryan,

    The easiest way to manipulate CJ tasks dynamically is to configure manipulation logic with Logic Builder configuring tool  (http://logicbuilder.integroscrm.com) - e.g. to check criteria and contextually update Tasks created from CJ, relate them to the records the Tasks should belong to, fill out Tasks with Sugar data, ect

    That approach works for both - Sugar Cloud and On-premise , any Sugar version from 7.2 and up to the current and very useful if you prefer configuring instead of writing code to enhance Sugar

    I've made some screenshots to show the example  - its easy to read if to enlarge the picture, then follow the while line .
    This might give you an idea, however, if you signed up to Logic Builder already then drop me the login with a private message and I will share the flowchart to you 


    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hi Ryan,

    The easiest way to manipulate CJ tasks dynamically is to configure manipulation logic with Logic Builder configuring tool  (http://logicbuilder.integroscrm.com) - e.g. to check criteria and contextually update Tasks created from CJ, relate them to the records the Tasks should belong to, fill out Tasks with Sugar data, ect

    That approach works for both - Sugar Cloud and On-premise , any Sugar version from 7.2 and up to the current and very useful if you prefer configuring instead of writing code to enhance Sugar

    I've made some screenshots to show the example  - its easy to read if to enlarge the picture, then follow the while line .
    This might give you an idea, however, if you signed up to Logic Builder already then drop me the login with a private message and I will share the flowchart to you 


    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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