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On November 17th, we had our Sugar Online User Group Meeting focused on Advanced Workflow.
Make sure to mark your calendar for our next Online User Group meeting on January 19th.
A huge thanks to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about Sugar? Feel free to reach out to our team here, and we’ll be happy to answer.
Our next meeting topic will be sent out at the beginning of November in our newsletter along with a separate invite.
Advanced Workflow Components
The Approval and Rejection option for activities are associated to a workflow action advancing to the next phase such as, Approve a Discount, Assign a Lead, Lead Acknowledgement, etc…
Yes, with Sugar Advanced Workflow you can set up a system that runs a specific email every 30 days.
In Process definitions, both new and updated records are separate events.
Sugar Advanced Workflow is part of Sugar and can not be used as a standalone system. Sugar itself can be OEM’d.
It is possible for administrative users that have access to the Process Management window to see what records are in on what track and where they are in the given process.
For example, if they are currently at a wait screen you can see where they are in the process. If the process has already been completed, you can see the flow that the user took from start to finish to achieve the complete result set through the events process.
Our suggestion is to start simple and take some of the easiest rules that you have today in workflow and begin to use those components, while referencing the information in the SugarCRM Support Portal and you can slowly build on as your build up more confidence.
The idea behind Round Robin is that it evaluates who the next person is for assignment and selects that particular person off of that list.
It can be used in assignment across an entire team. In the workflow components you can bring up the team and then simple Round Robin through it.