SugarCRM SupportKnowledge BaseAdvanced Workflow

Advanced Workflow


  • Assigning Records to New Users via Advanced Workflow

    This article explains several ways to use Sugar's Advanced Workflow to assign a Sugar record to a new user.

  • Introduction to Business Process Automation via Advanced Workflow

    This article covers the basic steps for automating business processes using Advanced Workflow.

  • Capturing the Sales Stage When an Opportunity Closes

    At which point in the sales cycle does your team typically win or lose business? In order to track and report on this insightful data in Sugar, you need to know what the opportunity's Sales Stage value was before it changed to "Closed Won" or "Closed Lost". This article uses Sugar's Advanced Workflow to capture the last sales stage before an opportunity closes.

  • Creating Specialized Teams for Process Users

    This article will cover how to best to evaluate your business process, create the appropriate custom teams, and create a process definition that allows a specialized team to claim pending approvals.

  • Exporting and Importing a Process Definition

    Administrators can export process definitions created via Sugar's Advanced Workflow and import them into the same or another qualified Sugar instance. This article covers best practices for exporting and importing process definition records.

  • Triggering on "To" and "From" Field Values in Advanced Workflow

    This article covers how to use Sugar's Advanced Workflow to trigger a process or a step in a process based on a field changing from one value to another specified value. This is useful in a variety of situations where certain "From" or "To" values for a field have special significance in your business flows.

  • Troubleshooting Wait Events in Advanced Workflow

    Process definitions in Sugar's Advanced Workflow may contain Wait events which pause the execution of a process by a certain time interval. If a Wait event or supporting mechanism is not properly configured, the flow will be halted indefinitely, thereby stopping the flow of the process. This article covers some common reasons that a process may get stuck on a Wait event.

  • Troubleshooting a Blank Process Email Template

    When using Advanced Workflow, a process email template is required in order to send email alerts or notifications from a process definition. This article will go over how to resolve blank email notifications sent via the Send Message event in a process definition.

  • Understanding Processes vs. Workflows

    There are many similarities between the Workflows module and Sugar's Advanced Workflow, but each offers unique benefits. This article explains some of their key similarities and differences.

  • Understanding Round Robin Activities vs. Round Robin Actions

    Process definitions created via Advanced Workflow may contain Activities and/or Actions, both of which can be configured using a round-robin assignment method. This article covers when to use a Round Robin Activity versus a Round Robin Action.

  • Using Advanced Workflow for Territory-Based Lead Assignment

    In many businesses, new accounts are assigned to sales reps based on location. This article explains how to use the Process Business Rules and Process Definitions modules to automatically assign records based on their address.

  • Using Advanced Workflow to Escalate Cases

    This article will walk you through creating an automated case escalation process that reassigns cases to the next support tier based on how long the case has been open.

Last modified: 2016-11-29 09:37pm