SugarCRM SupportKnowledge BaseAdvanced Workflow

Advanced Workflow


    This article explains several ways to use Sugar's Advanced Workflow to assign a Sugar record to a new user.
    This article covers the basic steps for automating business processes using Advanced Workflow.
    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.
    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.
    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.
    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.
    When using the Advanced Workflow visual designer for creating process definitions, a validation job periodically runs. This article explains the errors and warnings that may be returned on validation and how to resolve them.
    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.
    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.
    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.
    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.
    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.
    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.
    It is common practice to notify specific teams or users when an important record is created in SugarĀ®. This article covers how to use Advanced Workflow to design a process definition that automatically sends email notifications to select teams or users upon record creation.

Last modified: 2016-11-30 02:37:51