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On November 18th, we had our SugarCRM User Group Meeting focused on Sugar Workflow Automation. On January 20th we will host the next User Group Meeting covering Sugar Report Design.
A huge thanks to everyone who participated in this meeting! Below is the video recording from the meeting, general notes as well as the questions & answers.
Still have more questions about Sugar Workflow Automation (or just SugarCRM in general)? Feel free to post a question in the comments section and we’ll be happy to answer!
SugarCon 2015: San Francisco April 20-23
SugarCRM Workflows allowing customers to create small programs inside of Sugar without being a programmer. You can create scenarios where you want certain rules to be monitored in Sugar and have these tasks executed automatically.
Here are three types of scenarios we ran through (please watch the accompanying video to learn how to setup these scenarios):
Our next meeting will highlight: Sugar Report Design
When you setup a new workflow you have the option of having the record time-based or saved-based. Unfortunately if you want to change the from time-based to saved-based or vice versa you will have to create a new workflow and go from there.
Yes, it can send to a contact. Remember that some of the recipient lists refer to a recipient. The recipient is related to a contact and from there you can specify the field that contains the name and the email address of the contact.
Yes, we can have multiple alerts. Multiple alerts can be sent to multiple people (primary person, CC and BCC ability).
This requires when it is setup the conditions that all of them have to be met. For any those would have to be setup into multiple workflows, not just one.
Any person added as a recipient to an email will only receive the email one time. It will execute, send to all the recipients at the time that the condition is met.
Yes, you can. Alerts can be sent to anyone that is a contact from the records that we are triggering from.