SugarClub
SugarClub
  • User
  • Site
  • Search
  • User
Explore
Explore
Quick Tips Filtering Attachment Notes in SugarBPM
  • Help Forums
  • Product Updates
  • Product Suggestions
  • Quick Tips
  • More
  • Cancel
Click here to join "Explore" to engage in the conversation with this group and curate your SugarClub experience.
Do You Want Notifications About New Quick Tips?

Go to the Quick Tips home page and "Turn Page Notifications On"

All Quick Tips
  • Quick Tips
  • +Sugar Market
  • -Sugar Sell, Serve, Enterprise, and Professional
    • Send Scheduled Report as CSV
    • Affecting User Access Rights & Permissions Using Sugar Logic
    • Drag and Drop Images Into the Email Composer
    • Upload Attachments Directly to Cases with the New Attachments Field
    • Double-click for Inline Editing in Sugar
    • Action Button Example Use Cases
    • Filtering and Saving Searches in the Sugar List View
    • New Case Detail Drawer in the Sugar Serve Service Console
    • Using Tile View in Sugar
    • Reordering Subpanels in Sugar
    • Updates to Dashlets and Dashboards in Recent Sugar Releases
    • Testing Call Recordings and Transcripts in SugarLive
    • Locating Records Assigned to Inactive Sugar Users
    • Using Focus Drawers in Sugar
    • Filtering Attachment Notes in SugarBPM
    • Attaching Multiple Attachments to Notes
    • Best Practices When Building Custom Modules
    • Making Straight Lines in SugarBPM
    • Receive Emails When Mentioned in Sugar
    • The Collaboration Benefits of Using the Activity Stream
    • Understanding Relationships Versus Relate Fields
    • Keyboard Shortcuts in Sugar
    • Tips for Personalizing Your View of Sugar
    • Testing Email Settings in Sugar
    • Tile View in Sugar
    • Using Sugar's Sweet Spot
  • +Sugar Connect
  • +Sugar Mobile
  • Using Hint to Add Avatars and Logos to Records
  • SugarConnected sessions available on-demand
  • Staying up-to-date on Sugar's release updates
  • Setting Your Time Zone in SugarClub
  • Add Your Metric Field Last in Sugar Discover
  • Sugar Glossary

Filtering Attachment Notes in SugarBPM

With the recent Q1 2021 Sugar release, there are a lot of new features to be excited about. Last week, Brenda Rossetto, shared an update about the Notes module now accepting multiple attachments. This week, SugarBPM users can learn more about how these affect process definitions:

A highlight of the Sugar 10.3 release for many users is the ability to attach multiple files to a note. Since attachments are stored as notes themselves, it’s often a good idea for admins to filter out these attachment note records when designing SugarBPM process definitions. You can use the new system-level "Is Attachment" field on notes to filter these notes out and reduce the number of inadvertent processes that are triggered!

To learn more about this release, check out the announcements in the Sell, Serve, and Enterprise & Professional groups here in SugarClub!

  • notes
  • sugarbpm
  • Share
  • History
  • More
  • Cancel

Do you want to discuss this tip with other SugarClub members? Do you have your own tips to share? Ask a question or start a conversation in the SugarClub Help Fourms!