Sugar Automate Archived Release Notes

Overview

This document describes new features, enhancements, and fixed issues for Sugar Automate (formerly known as Customer Journey Plug-in) prior to the latest release. See the Sugar Automate Release Notes page for the latest release.

Customer Journey Plug-in 5.10

Feature Enhancements

Support for Sugar 12.0 (Q2 2022): This version of the Customer Journey Plug-in can be used with supported Sugar CRM products up to version 12.0.x.
Edit activities via preview pane and subpanels: Users can now edit the task, call, and meetings in a running journey when showing the activity in Preview view.
Note: Permission to edit is subject to the user's role access for the respective activity modules, and the administrator must have "Enable edit in Preview pane" turned on in System Settings.
Show or hide icon for Related Sugar Actions: For Related Sugar Actions on activity templates that have a trigger type of "Manually Create/Update Record", the "Display Icon" field can be changed to "No" to hide the clickable icon that allows users to manually initiate the Related Sugar Action.
Performance improvements: The Customer Journey Plug-in now leverages the HTTP/2 application protocol and TLS 1.2 security protocol for faster page loads and heightened security.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

88424: Adding and removing "Allow Activity By" on a Customer Journey Task can be completed by non-admin users.
87025: Use of the plug-in with Quotes breaks the correct display of the Quote Worksheet.
79437: The stage's Actions dropdown menu does not match the user's role access.
78822: When a new journey is added, any unsaved edits that have been made to the parent record are cleared and reset to their original values.

The following additional issue has been resolved for this release:

The Guests field is improperly shown when creating task records.
Some Customer Journey fields display as their GUID values in reports and process definitions based on related modules.

Customer Journey Plug-in 5.9

Feature Enhancements

Support for Sugar 11.3.x (Q1 2022): This version of the Customer Journey Plug-in can be used with supported Sugar versions up to 11.3.x.
Copy activities: It is now possible to copy call, meeting, and task activities from the activity's Actions menu in a running journey as well as from the journey template.
Dark mode support: You can now enjoy viewing and configuring your journeys in Sugar's dark mode, which was introduced in Sugar's 11.2.x (Q4 2021) release.
Customer Journey dashlet for Focus Drawers: The Customer Journey dashlet can now be added to Focus Drawer dashboards. The dashlet shows the fully interactive, running journey for the record in focus.
Cancel or delete journeys via SugarBPM: Administrators can programmatically cancel or delete a running journey when specified criteria are met by using a Change Fields action to update the "Is Cancelled" or "Is Deleted" field on the journey record to TRUE.
Specify an order for activities added via Related Sugar Action: The "Populate Fields" option on Related Sugar Actions can now be used to set the field "Customer Journey Order" when the RSA is used to create tasks, meetings, and calls related to the running journey.
Point-allocation options for "Not Applicable" activities: The "Not Applicable Action" field has been added to journey templates to allow the administrator to decide whether activities marked "Not Applicable" should be closed as 10/10 (default) or 0/0 points for the journey.
License-expired grace period: When the Customer Journey license is nearing expiration or exceeding the maximum user allowance, users and administrators will see a notification on the journey panel and on the License and Validation screen. The notification will persist for a 14-day grace period or until the license has been updated.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

88299: 'Error' when starting a Customer Journey with User's Date Format m-d-Y
88300: 'Error curl error (3): malformed' when checking for updates

The following additional issues have been resolved for this release:

Webhooks may not trigger when a relate field is used to fetch a value.
When adding a List View dashlet, the Current Stage is not shown.
The Customer Journey Plugin license is improperly marked as "Invalid".
The ID of the activity appears instead of its name in the activity create view's "Start Date Activity" field.
Related Sugar Actions are not copied when a Journey is copied.
Contacts in the parent record's subpanels are not added as guests when "Add All Contacts From Parent" is set on the call or meeting template.

Customer Journey Plug-in 5.8

Feature Enhancements

Support for Sugar 11.2.x (Q4 2021): This version of the Customer Journey Plug-in can be used with supported Sugar versions up to 11.2.x.
Customer Journey dashlet for consoles: A Customer Journey dashlet can now be added to the Case Detail drawer on the Service Console and to the Account Detail drawer and Opportunity Detail drawer on the Renewals Console. The dashlet shows the fully interactive, running journey for the record on the console.
Dynamic URLs using data from the target record: Use content variables to create custom links for the current record (e.g., add a link to the record in an internal system by setting "http://mycompanyintranet.com/{$myexternal.system.id}" or search google for the company via "https://www.google.com/search?q={$parent.name}")
Set relative due dates by timeframe: You can now set due dates to either be a fixed number of days relative to a date on the record (e.g., Expected Close Date + 2 days) or as a percentage of time relative to a date on the record (e.g., 50%, or halfway between now and the Expected Close Date) via the Due Date Criteria field.
Improved user experience when configuring a Related Sugar Action to populate fields: The UI has been re-vamped to be easier to use and easier to read.
Add Related Sugar Actions at the Journey level: Previously available at the stage and activity template levels only, you can now configure Related Sugar Actions on the Journey template.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

87925: Enabling the Quotes module may make Quote Line Items show duplicates.
87828: On record view, extra left indentation is added in the Customer Journey header.
87825: The journey panel and admin settings do not appear when using language other than English or French.
87257: Previewing records in subpanels results in Data not available and console error
86889: Activities created by journeys may fail to trigger SugarBPM process definitions as expected.

The following additional issues have been resolved for this release:

Customer Journeys do not work if the Quotes module is enabled in Configure Modules.
If the difference between the start date and due date is more than 30 days, then an unexpected Due Date is set.
When a user has defined a SetRequired Dependency on the activity and a user tries to complete the activity using the checkmark on the activity, it will show an error message about the required field if it is empty.
Related Sugar Actions do not properly show the Create Quote view.
When "Journey Template" or "Stage Template" is selected for Related Sugar Actions, it will change to "Activity Template" on save.
In Activities (Tasks, Meetings, Calls) when values in the populated field are added and saved, the values disappear.
Populate fields validations don't get triggered on all the fields properly.
In the Meetings, when selecting "Add all contacts from parent" then all the data is not added from all contacts subpanels.
Trigger Event field in CJ_Forms is missing when creating by CJ_Forms.

Customer Journey Plug-in 5.7

Feature Enhancements

Added support for Sugar 11.1.x (Q3 2021): This version of the Customer Journey Plug-in can be used with supported Sugar versions up to 11.1.x.
Streamlined user display options: The user's display options have been consolidated into a simple configuration view on the journey panel.
More panel display configurations: Administrators can configure the journey panel to be shown below the record view (default), above the record view, or as the first or last tab of a tabbed record view layout for each enabled module via Admin > Configure Display Settings.
Check for available updates: An admin panel setting has been added to allow the plug-in to automatically check for updates or to let the administrator check for updates manually.
Access control for task completion: You can now restrict the ability to complete an activity to one or more users, teams, or roles via the "Allow Activity By" field on the activity template.
Improved UX for Related Sugar Action relationship selection: The relationship field is now presented in a nested-folder tree view.
Separate Start and Due date settings: For ease of use, the Start Date and Due Date field settings have been decoupled in the Activity Template fields.
Email improvements in Related Sugar Actions: The administrator can now choose an email template and a combination of contacts and users to add as recipients to the message, and can arrange for the message to be sent automatically using the Email Fields in the Related Sugar Actions menu.
Invite guests (variable or specific) for calls and meetings: Select a combination of contacts and users to add as guests by referencing the user fields on the parent record or selecting specific names in the activity template's "Guests" field.
Pre-populate currency fields: Currency type fields are now available to be pre-populated via Related Sugar Action.
Days-to-complete fields added to the Tasks module: The Customer Journey Activity Start Date, Activity Completion Date, and Days to Complete fields can be added to Tasks layouts in Studio.

Fixed Issues

The following issues have been resolved in this version of the Customer Journey Plug-in:

Manual updates performed through Related Sugar Actions may not work as expected if the instance is simultaneously running the Customer Journey Plug-in and Sugar Hint.
When a parent activity is blocked by its child activity, an "Unsupported module" error message occurs if the user attempts to cancel the journey.
When an activity is completed, separate customer journey panels are created.
Disabling the Customer Journey Plug-in in Module Loader may not work as expected.
Related Sugar Action functionality is not carried over when a journey template is copied.
It is not possible to select a module in the Start Due Date panel and Momentum panel.
Users without edit permission on the parent record are restricted from starting journeys for that record despite having the appropriate role settings to do so.
A double drawer opens when a specific user, team, or role is selected in the "Allow Activity By" or "Select 'To' Email Address" field.
In the Web Hooks, the in-progress option is improperly shown for meetings and calls.
The field "Send Invites" in Activity Templates does not work as expected.
Task start dates are all set to the journey create date.

Known Issues

86889: When using the Customer Journey Plug-in with Sugar 10.3.x, activities created by journeys may fail to trigger SugarBPM process definitions as expected.

Customer Journey Plug-in 5.6

Feature Enhancements

Display journeys within a tab or a panel: A new "tab" display option has been added for journeys. Administrators can configure whether journeys should be shown for a particular module as a panel or within a tab on the record.
Horizontal viewing mode: Users can now decide whether they want to view a particular journey in vertical or horizontal mode. In the default vertical mode, stages wrap to the next line when the journey is wider than the visible area; in the new horizontal mode, stages are presented left-to-right continuously with a scroll bar for viewing stages beyond the visible area.
Viewing archived journeys: Users can toggle between active and archived journeys in the journey panel or tab.
Assignment notification email in "digest" format: When starting a new journey, the assignment notifications for created task records will no longer be sent individually. Instead, a single email notification with a summary list of the user's assigned tasks will be delivered in addition to any call and meeting invitations.
Automatically reassign open activities when parent record is reassigned: You may now configure a journey to reassign any open (Not Started or In Progress) activities when the assigned user changes on the parent (e.g. account) record.
Activities blocked by stages: An activity can now be blocked until one or more specified stages have been completed. Formerly, blocking could only be done by another activity, but now both options are available.
Delete option for activities: "Delete" has been added to the Activity Actions Menu. The administrator can disable access to the Delete option via the "Disabled Activity Actions" field on the Journey Template.
Pre-populate datetime and relate-type fields: Relate fields and datetime fields are now available to be pre-populated via Related Sugar Action. Datetime fields on the parent record can be set to a fixed or relative date and time.
Added support for Sugar 11.0.x (Q2 2021): This version of the plug-in can be used with supported Sugar versions up to 11.0.x.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

85735: Field names that contain the string "cj" will not appear in Populate Fields.

The following additional issues have been resolved for this release:

When manually updating an opportunity via Related Sugar Action, the opportunity is not opened in edit view as expected.
The confirmation message for some Related Sugar Actions is unclear.
Regular users can add users to the Customer Journey Plug-in without configure/edit privileges.
There is no file validation when importing templates, which may cause performance issues if an unsupported file type is uploaded.
Unexpected behavior occurs when a populated field's corresponding field is removed from Studio.
When the Start/Due date on an activity template is set to"On Parent Date Field," the list of available modules shows modules that are not available for the parent journey.

Customer Journey Plug-in 5.5

Feature Enhancements

Related Sugar Actions for stages: Related Sugar Actions, previously available for activities only, are now available to be added to stage templates as well.
Set relative dates when populating fields: When using the "Populate Fields" feature on a Related Sugar Action, date fields can now be set as a date in the future relative to the day the action is triggered.
Send journey variables in webhook requests: When sending a webhook request via POST with a custom post body, you can now include field variables in the message sent to the endpoint.
Webhook validation dashlet: The Web Hooks record view now displays a dashlet that lets you test the response of the configured request.
Added support for Sugar 10.3.x (Q1 2021): This version of the plug-in can be used with supported Sugar versions up to 10.3.x.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

86141 : Regular users can add users to the Customer Journey Plugin without proper configure/edit privileges.
85445 : Tasks related to a parent record that has been deleted will cause a 500 error.

The following additional issues have been resolved for this release:

An error may occur when a Related Sugar Action is set to automatically update the related record.
The popup message is empty when a web hook returns an error.
Users cannot increase or decrease the size of Customer Journey dashlets in Sugar 10.2.
Momentum values may not be accurate when Momentum Start Trigger is set to "When created" on sub-activities.
Note: If Momentum Start Date is not set for a parent, then the sub-activities will not affect the parent's momentum regardless of momentum applied for sub-activities.