Sugar Serve Answers & Best Practices

• Suggested Answer

  "+" button to duplicate a field 0

  105 views
  2 replies
  Latest 21 days ago
  by Yves Bourgarel
• Not Answered

  Help with custom query to extract email text? 0

  282 views
  3 replies
  Latest 2 months ago
  by Elisabeth Hunt
• Not Answered

  Can a process definition be used to link a case to a customer, it doesn't need to be dynamic, just a fixed customer every time 0

  146 views
  1 reply
  Latest 2 months ago
  by Chris Raffle
• Answered

  Action buton to open a built url 0

  288 views
  2 replies
  Latest 3 months ago
  by Yves Bourgarel
• Not Answered

  AI agent provide initial response to incoming cases? 0

  91 views
  0 replies
  Started 3 months ago
  by Elisabeth Hunt
• Answered

  Business rule return error message 0

  531 views
  2 replies
  Latest 5 months ago
  by Yves Bourgarel
• Not Answered

  Multi value search 0

  465 views
  1 reply
  Latest 7 months ago
  by Andre Serrazina
• Suggested Answer

  IfElse returning null value 0

  667 views
  1 reply
  Latest 7 months ago
  by André Lopes
• Answered

  Adding an "OR" condition in a business rules 0

  715 views
  2 replies
  Latest 8 months ago
  by Yves Bourgarel
• Not Answered

  Documents not saving to Sharepoint in cloud drive 0

  615 views
  1 reply
  Latest 8 months ago
  by Brenda Rossetto
• Answered

  Sending an email to an outside address from BPM or Automate 0

  993 views
  2 replies
  Latest 8 months ago
  by Yves Bourgarel
• Not Answered

  If multiple default email addresses, which one is selected ? 0

  446 views
  0 replies
  Started 10 months ago
  by Yves Bourgarel
• Not Answered

  Dependant field appears only after saving 0

  1187 views
  2 replies
  Latest 10 months ago
  by Yves Bourgarel
• Not Answered

  BPM start while it should not 0

  1257 views
  4 replies
  Latest 11 months ago
  by Chris Raffle
• Not Answered

  Unknown field "assigned to" 0

  775 views
  2 replies
  Latest 11 months ago
  by Yves Bourgarel
• Not Answered

  Is there a way to create a "template" for cases? 0

  752 views
  1 reply
  Latest 11 months ago
  by Chris Raffle
• Answered

  assign smart guide task based on account? 0

  1172 views
  2 replies
  Latest 11 months ago
  by Elisabeth Hunt
• Suggested Answer

  Dropdown list content depending on formula 0

  1461 views
  4 replies
  Latest 11 months ago
  by Yves Bourgarel
• Answered

  Can customers see case notes (from the notes subpanel) in the customer portal? 0

  1330 views
  3 replies
  Latest over 1 year ago
  by André Lopes
• Not Answered

  Recalculate fields via BPM 0

  1316 views
  3 replies
  Latest over 1 year ago
  by Andre Serrazina