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©2010 SugarCRM Inc. All rights reserved.
Orchestrate Your Business with Sugar Workflow
Chris RafflePartner Support Supervisor
04/12/2023 1
What Can Workflows Do For You?
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Overview of Workflows
Workflows trigger when a module record is saved and one or more conditions are met
When triggered, workflows can…Automate processes within the application
Email notifications
Workflow Basics
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How Workflows Are Triggered
Individual record saves in Sugar
Mass updates in Sugar
Records created/updated from the portal
Records created/updated through SOAP or REST
Records created/updated via workflow
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Types of Workflows
On SaveNew and/or existing records
Time ElapsedNew and existing records
Customizable time parameterstselect_type_dom dropdown list
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Workflow Conditions – Time Elapsed
When a field in the target module changes to or from a specified value
Field does not change for a specified amount of time
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Workflow Conditions – On Save
When a field in the target module changes to or from a specified value
When the target module changes
When a field on the target module changes
When a field in the target module contains a specified value
When the target module changes and a field in a related module contains a specified value
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Workflow Actions
Email notificationsCan be sent to users, accounts, contacts, leads and much more!
Create custom workflow email templates with dynamic variables
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Workflow Actions
Update records in the target module or a related module
Cascading updates
Create new records related to the target module or related to the related module.
Email Alert Templates
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Email Alert Templates
Add dynamic field variables to workflow template
Variables can contain past or present values for fields
Variables can also be populated from related modules
Specify a ‘From’ name and email address
Unlike normal email templates, cannot contain attachments
Common Workflow Tips
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Workflow Tips
New records from portal should always be a time elapsed workflow
Relationships are not set on initial save
Workflows can fire off of records modified by any workflow
Utilize ‘Workflow Sequence’ to ensure your workflows fire in the desired order
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Workflow Tips
Proper setup for time elapsed workflowsMake sure the scheduler is active
Make sure the cron job is running on the server
Set to ‘New and Existing Records’
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Workflow Tips
For SugarCRM users to receive email alerts, notifications must be enabled for the system AND the user
“Advanced Search” – A great and often overlooked tool
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Live Demo
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Questions?